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Reilly Financial Advisors’s Edison International EIX Stock Holding History

Reilly Financial 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
2016
Q2 		– Sell
-7,917
Closed -$569K – 856
2016
Q1 		$569K Buy
7,917
+169
+2% +$11K 0.1% 110
2015
Q4 		$459K Buy
+7,748
New +$474K 0.08% 118

Other funds holding EIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Reilly Financial Advisors's EIX Position: Q4 2021 in Review

Reilly Financial Advisors increased its Edison International (EIX) stake by 0.22% in Q4 2021, buying an estimated $507 and bringing the position to 3,610 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #189.

Reilly Financial Advisors first reported a position in EIX in Q2 2013 and has held it in 33 quarters since. The position peaked at $1.09M in Q1 2014. 685 funds tracked by Wall St. Rank hold EIX as of Q4 2021.

  • Reilly Financial Advisors held 3,610 shares of Edison International worth $246K as of Q4 2021.
  • Reilly Financial Advisors bought 8 Edison International shares in Q4 2021, an estimated $507.
  • Edison International made up 0.02% of Reilly Financial Advisors's portfolio in Q4 2021, its #189 holding.
  • Reilly Financial Advisors first reported a position in Edison International in Q2 2013 and has held it in 33 quarters since.
  • Reilly Financial Advisors's Edison International position peaked at $1.09M in Q1 2014.
  • 685 funds tracked by Wall St. Rank held Edison International as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.