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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Partnervest Advisory Services's EIX Position: Q3 2020 in Review

Partnervest Advisory Services opened a new position in Edison International (EIX) in Q3 2020: 5,124 shares worth $261K. The stake represents 0.08% of the portfolio and ranks #191 among its holdings. This is a return to the name: Partnervest Advisory Services previously reported a position in EIX as recently as Q4 2019.

Partnervest Advisory Services first reported a position in EIX in Q2 2013 and has held it in 10 quarters since. The position peaked at $374K in Q4 2013. 565 funds tracked by Wall St. Rank hold EIX as of Q3 2020.

Partnervest Advisory Services held 5,124 shares of Edison International worth $261K as of Q3 2020.
Edison International was a new Partnervest Advisory Services position in Q3 2020.
Edison International made up 0.08% of Partnervest Advisory Services's portfolio in Q3 2020, its #191 holding.
Partnervest Advisory Services first reported a position in Edison International in Q2 2013 and has held it in 10 quarters since.
Partnervest Advisory Services's Edison International position peaked at $374K in Q4 2013.
565 funds tracked by Wall St. Rank held Edison International as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.