Newfound Research’s Edison International EIX Stock Holding History

Newfound Research’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 Q3	–	Sell	-9	Closed	-$648	–	171
2019 Q2	$1K	Buy	9 +1	+13%	+$62	﹤0.01%	113
2019 Q1	$1K	Hold	8	–	–	﹤0.01%	112
2018 Q4	$0	Sell	8 -2	-20%	-$124	﹤0.01%	151
2018 Q3	$1K	Sell	10 -3	-23%	-$201	﹤0.01%	133
2018 Q2	$1K	Sell	13 -3	-19%	-$187	﹤0.01%	121
2018 Q1	$1K	Buy	+16	New	+$985	﹤0.01%	119

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

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

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

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

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Newfound Research's EIX Position: Q3 2019 in Review

Newfound Research sold out of Edison International (EIX) in Q3 2019, closing a stake of 9 shares — an estimated $648 sold.

Newfound Research first reported a position in EIX in Q1 2018 and held it in 6 quarters. The position peaked at $1K in Q2 2019. 602 funds tracked by Wall St. Rank hold EIX as of Q3 2019.

Newfound Research reported no remaining Edison International position as of Q3 2019 after selling out during the quarter.
Newfound Research sold 9 Edison International shares in Q3 2019, an estimated $648.
Newfound Research first reported a position in Edison International in Q1 2018 and held it in 6 quarters.
Newfound Research's Edison International position peaked at $1K in Q2 2019.
602 funds tracked by Wall St. Rank held Edison International as of Q3 2019.

Based on Newfound Research's 13F filing for Q3 2019, filed 22 Oct 2019.