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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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Omnia Family Wealth's EIX Position: Q4 2018 in Review

Omnia Family Wealth sold out of Edison International (EIX) in Q4 2018, closing a stake of 74 shares — an estimated $5K sold.

Omnia Family Wealth first reported a position in EIX in Q4 2016 and held it in 8 quarters. The position peaked at $5K in Q3 2018. 598 funds tracked by Wall St. Rank hold EIX as of Q4 2018.

  • Omnia Family Wealth reported no remaining Edison International position as of Q4 2018 after selling out during the quarter.
  • Omnia Family Wealth sold 74 Edison International shares in Q4 2018, an estimated $5K.
  • Omnia Family Wealth first reported a position in Edison International in Q4 2016 and held it in 8 quarters.
  • Omnia Family Wealth's Edison International position peaked at $5K in Q3 2018.
  • 598 funds tracked by Wall St. Rank held Edison International as of Q4 2018.

Based on Omnia Family Wealth's 13F filing for Q4 2018, filed 26 Feb 2019.