New York Life Trust’s Edison International EIX Stock Holding History

New York Life Trust’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
2017 Q1	$7K	Sell	85 -1,034	-92%	-$78.4K	0.34%	93
2016 Q4	$81K	Buy	1,119 +33	+3%	+$2.33K	0.38%	103
2016 Q3	$78K	Sell	1,086 -16	-1%	-$1.2K	0.39%	107
2016 Q2	$86K	Buy	1,102 +306	+38%	+$22K	0.42%	87
2016 Q1	$57K	Buy	796 +662	+494%	+$42.9K	0.25%	131
2015 Q4	$8K	Buy	+134	New	+$8.19K	0.03%	203
2014 Q1	–	Sell	-626	Closed	-$29K	–	206
2013 Q4	$29K	Buy	+626	New	+$29.6K	0.13%	164

Other funds holding EIX

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New York Life Trust's EIX Position: Q1 2017 in Review

New York Life Trust reduced its Edison International (EIX) stake by 92% in Q1 2017, selling an estimated $78.4K and leaving 85 shares worth $7K. The position accounts for 0.34% of the portfolio, ranked #93.

New York Life Trust first reported a position in EIX in Q4 2013 and has held it in 7 quarters since. The position peaked at $86K in Q2 2016. 581 funds tracked by Wall St. Rank hold EIX as of Q1 2017.

New York Life Trust held 85 shares of Edison International worth $7K as of Q1 2017.
New York Life Trust sold 1,034 Edison International shares in Q1 2017, an estimated $78.4K.
Edison International made up 0.34% of New York Life Trust's portfolio in Q1 2017, its #93 holding.
New York Life Trust first reported a position in Edison International in Q4 2013 and has held it in 7 quarters since.
New York Life Trust's Edison International position peaked at $86K in Q2 2016.
581 funds tracked by Wall St. Rank held Edison International as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.