Rational Advisors’s Edison International EIX Stock Holding History

Rational 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
2020 Q4	–	Sell	-855	Closed	-$44K	–	324
2020 Q3	$44K	Buy	855 +511	+149%	+$27.2K	0.02%	195
2020 Q2	$19K	Buy	+344	New	+$19.8K	0.01%	285
2020 Q1	–	Sell	-17	Closed	-$1K	–	269
2019 Q4	$1K	Sell	17 -552	-97%	-$39.1K	﹤0.01%	526
2019 Q3	$43K	Sell	569 -2,221	-80%	-$160K	0.02%	378
2019 Q2	$188K	Buy	2,790 +2,730	+4,550%	+$169K	0.07%	223
2019 Q1	$4K	Sell	60 -60	-50%	-$3.58K	﹤0.01%	467
2018 Q4	$7K	Sell	120 -170	-59%	-$10.6K	﹤0.01%	407
2018 Q3	$20K	Buy	290 +261	+900%	+$17.5K	﹤0.01%	358
2018 Q2	$2K	Buy	+29	New	+$1.81K	﹤0.01%	429
2017 Q2	–	Sell	-9,600	Closed	-$764K	–	311
2017 Q1	$764K	Buy	+9,600	New	+$728K	0.5%	73
2016 Q4	–	Sell	-9,600	Closed	-$694K	–	241
2016 Q3	$694K	Buy	+9,600	New	+$720K	0.46%	88
2015 Q3	$12K	Hold	186	–	–	0.01%	312
2015 Q2	$10K	Hold	186	–	–	﹤0.01%	350
2015 Q1	$12K	Sell	186 -124	-40%	-$8.09K	﹤0.01%	321
2014 Q4	$20K	Buy	+310	New	+$19.3K	﹤0.01%	347
2013 Q4	$2.77M	Buy	59,715 +59,219	+11,939%	+$2.8M	0.24%	143
2013 Q3	$23K	Hold	496	–	–	﹤0.01%	743
2013 Q2	$24K	Buy	+496	New	+$24.5K	﹤0.01%	740

Other funds holding EIX

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return