Mosaic Family Wealth’s Edison International EIX Stock Holding History

Mosaic Family Wealth’s Portfolio EIX Stock Details EIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-160	Closed	-$10K	–	292
2019 Q1	$10K	Hold	160	–	–	﹤0.01%	494
2018 Q4	$9K	Hold	160	–	–	﹤0.01%	494
2018 Q3	$9K	Hold	160	–	–	﹤0.01%	504
2018 Q2	$10K	Hold	160	–	–	﹤0.01%	530
2018 Q1	$10K	Hold	160	–	–	﹤0.01%	521
2017 Q4	$10K	Buy	+160	New	+$12.2K	﹤0.01%	527
2016 Q3	–	Sell	-36	Closed	-$3K	–	756
2016 Q2	$3K	Sell	36 -21	-37%	-$1.51K	﹤0.01%	660
2016 Q1	$4K	Sell	57 -479	-89%	-$31.1K	﹤0.01%	622
2015 Q4	$31K	Buy	+536	New	+$32.8K	0.01%	387

Other funds holding EIX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mosaic Family Wealth's EIX Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Edison International (EIX) in Q2 2019, closing a stake of 160 shares — an estimated $10K sold.

Mosaic Family Wealth first reported a position in EIX in Q4 2015 and held it in 9 quarters. The position peaked at $31K in Q4 2015. 601 funds tracked by Wall St. Rank hold EIX as of Q2 2019.

Mosaic Family Wealth reported no remaining Edison International position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 160 Edison International shares in Q2 2019, an estimated $10K.
Mosaic Family Wealth first reported a position in Edison International in Q4 2015 and held it in 9 quarters.
Mosaic Family Wealth's Edison International position peaked at $31K in Q4 2015.
601 funds tracked by Wall St. Rank held Edison International as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.