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Optimum Investment Advisors’s Edison International EIX Stock Holding History

Optimum Investment Advisors’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
Q1 		– Sell
-398
Closed -$23K – 1007
2018
Q4 		$23K Sell
398
-54
-12% -$3.36K 0.01% 626
2018
Q3 		$31K Hold
452
– – 0.01% 646
2018
Q2 		$29K Buy
452
+54
+14% +$3.37K 0.01% 655
2018
Q1 		$25K Buy
+398
New +$24.5K 0.01% 668
2015
Q1 		$12K Buy
+200
New +$13K ﹤0.01% 779
2014
Q3 		– Sell
-100
Closed -$6K – 929
2014
Q2 		$6K Hold
100
– – ﹤0.01% 831
2014
Q1 		$6K Hold
100
– – ﹤0.01% 646
2013
Q4 		$5K Hold
100
– – ﹤0.01% 664
2013
Q3 		$5K Buy
+100
New +$4.73K ﹤0.01% 632

Other funds holding EIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Optimum Investment Advisors's EIX Position: Q1 2019 in Review

Optimum Investment Advisors sold out of Edison International (EIX) in Q1 2019, closing a stake of 398 shares — an estimated $23K sold.

Optimum Investment Advisors first reported a position in EIX in Q3 2013 and held it in 9 quarters. The position peaked at $31K in Q3 2018. 611 funds tracked by Wall St. Rank hold EIX as of Q1 2019.

  • Optimum Investment Advisors reported no remaining Edison International position as of Q1 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 398 Edison International shares in Q1 2019, an estimated $23K.
  • Optimum Investment Advisors first reported a position in Edison International in Q3 2013 and held it in 9 quarters.
  • Optimum Investment Advisors's Edison International position peaked at $31K in Q3 2018.
  • 611 funds tracked by Wall St. Rank held Edison International as of Q1 2019.

Based on Optimum Investment Advisors's 13F filing for Q1 2019, filed 3 May 2019.