PAS
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Partnervest Advisory Services’s Edison International EIX Stock Holding History

Partnervest Advisory Services’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
2020
Q3 		$261K Buy
+5,124
New +$273K 0.08% 191
2020
Q1 		– Sell
-2,862
Closed -$216K – 218
2019
Q4 		$216K Sell
2,862
-10
-0.3% -$708 0.08% 202
2019
Q3 		$217K Sell
2,872
-390
-12% -$28.1K 0.08% 206
2019
Q2 		$220K Sell
3,262
-45
-1% -$2.79K 0.09% 191
2019
Q1 		$205K Buy
+3,307
New +$197K 0.09% 204
2014
Q3 		– Sell
-2,671
Closed -$155K – 326
2014
Q2 		$155K Sell
2,671
-2,900
-52% -$162K 0.07% 182
2014
Q1 		$315K Sell
5,571
-2,500
-31% -$124K 0.14% 107
2013
Q4 		$374K Buy
8,071
+4,910
+155% +$232K 0.17% 95
2013
Q3 		$146K Hold
3,161
– – 0.07% 153
2013
Q2 		$152K Buy
+3,161
New +$156K 0.07% 120

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return