Polaris Wealth Advisory Group’s Edison International EIX Stock Holding History

Polaris Wealth Advisory Group’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	-1,388	Closed	-$94K	–	232
2018 Q3	$94K	Buy	1,388 +1,078	+348%	+$72.1K	0.01%	203
2018 Q2	$20K	Sell	310 -1,040	-77%	-$64.9K	﹤0.01%	174
2018 Q1	$86K	Buy	+1,350	New	+$83.1K	0.01%	178
2014 Q2	–	Sell	-400	Closed	-$23K	–	93
2014 Q1	$23K	Hold	400	–	–	0.01%	113
2013 Q4	$19K	Hold	400	–	–	﹤0.01%	123
2013 Q3	$18.4K	Hold	400	–	–	0.01%	103
2013 Q2	$19.3K	Buy	+400	New	+$19.7K	0.01%	112

Other funds holding EIX

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

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

Polaris Wealth Advisory Group's EIX Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Edison International (EIX) in Q4 2018, closing a stake of 1,388 shares — an estimated $94K sold.

Polaris Wealth Advisory Group first reported a position in EIX in Q2 2013 and held it in 7 quarters. The position peaked at $94K in Q3 2018. 598 funds tracked by Wall St. Rank hold EIX as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Edison International position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 1,388 Edison International shares in Q4 2018, an estimated $94K.
Polaris Wealth Advisory Group first reported a position in Edison International in Q2 2013 and held it in 7 quarters.
Polaris Wealth Advisory Group's Edison International position peaked at $94K in Q3 2018.
598 funds tracked by Wall St. Rank held Edison International as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.