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Regal Investment Advisors’s Edison International EIX Stock Holding History

Regal 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
2013
Q4 		– Sell
-400
Closed -$18K – 856
2013
Q3 		$18K Hold
400
– – 0.01% 492
2013
Q2 		$19K Buy
+400
New +$19.7K 0.01% 468

Other funds holding EIX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Regal Investment Advisors's EIX Position: Q4 2013 in Review

Regal Investment Advisors sold out of Edison International (EIX) in Q4 2013, closing a stake of 400 shares — an estimated $18K sold.

Regal Investment Advisors first reported a position in EIX in Q2 2013 and held it in 2 quarters. The position peaked at $19K in Q2 2013. 483 funds tracked by Wall St. Rank hold EIX as of Q4 2013.

  • Regal Investment Advisors reported no remaining Edison International position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 400 Edison International shares in Q4 2013, an estimated $18K.
  • Regal Investment Advisors first reported a position in Edison International in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's Edison International position peaked at $19K in Q2 2013.
  • 483 funds tracked by Wall St. Rank held Edison International as of Q4 2013.

Based on Regal Investment Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.