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Omnia Family Wealth’s Edison International EIX Stock Holding History

Omnia 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
2018
Q4 		– Sell
-74
Closed -$5K – 572
2018
Q3 		$5K Hold
74
– – ﹤0.01% 307
2018
Q2 		$5K Buy
74
+60
+429% +$3.74K ﹤0.01% 309
2018
Q1 		$1K Hold
14
– – ﹤0.01% 537
2017
Q4 		$1K Hold
14
– – ﹤0.01% 554
2017
Q3 		$1K Sell
14
-32
-70% -$2.53K ﹤0.01% 560
2017
Q2 		$4K Hold
46
– – ﹤0.01% 449
2017
Q1 		$4K Hold
46
– – ﹤0.01% 434
2016
Q4 		$3K Buy
+46
New +$3.25K ﹤0.01% 506

Other funds holding EIX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return