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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 – 1013
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 $5.7T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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