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MPS Loria Financial Planners’s Edison International EIX Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-235
Closed -$13K – 245
2021
Q1 		$13K Hold
235
– – 0.01% 270
2020
Q4 		$14K Buy
235
+34
+17% +$2.05K 0.01% 267
2020
Q3 		$10K Hold
201
– – 0.01% 237
2020
Q2 		$11K Buy
+201
New +$11.6K 0.01% 242
2017
Q3 		– Sell
-201
Closed -$16K – 156
2017
Q2 		$16K Buy
+201
New +$16.1K 0.01% 249

Other funds holding EIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

MPS Loria Financial Planners's EIX Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Edison International (EIX) in Q2 2021, closing a stake of 235 shares — an estimated $13K sold.

MPS Loria Financial Planners first reported a position in EIX in Q2 2017 and held it in 5 quarters. The position peaked at $16K in Q2 2017. 622 funds tracked by Wall St. Rank hold EIX as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Edison International position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 235 Edison International shares in Q2 2021, an estimated $13K.
  • MPS Loria Financial Planners first reported a position in Edison International in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Edison International position peaked at $16K in Q2 2017.
  • 622 funds tracked by Wall St. Rank held Edison International as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.