MFW
EIX icon

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 – 293
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return