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Oak Point Wealth Management’s Edison International EIX Stock Holding History

Oak Point Wealth Management’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
2018
Q1 		– Sell
-562
Closed -$36K – 212
2017
Q4 		$36K Buy
+562
New +$42.9K 0.04% 122

Other funds holding EIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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 $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oak Point Wealth Management's EIX Position: Q1 2018 in Review

Oak Point Wealth Management sold out of Edison International (EIX) in Q1 2018, closing a stake of 562 shares — an estimated $36K sold.

Oak Point Wealth Management first reported a position in EIX in Q4 2017 and held it in 1 quarter. The position peaked at $36K in Q4 2017. 636 funds tracked by Wall St. Rank hold EIX as of Q1 2018.

  • Oak Point Wealth Management reported no remaining Edison International position as of Q1 2018 after selling out during the quarter.
  • Oak Point Wealth Management sold 562 Edison International shares in Q1 2018, an estimated $36K.
  • Oak Point Wealth Management first reported a position in Edison International in Q4 2017 and held it in 1 quarter.
  • Oak Point Wealth Management's Edison International position peaked at $36K in Q4 2017.
  • 636 funds tracked by Wall St. Rank held Edison International as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.