RWB
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RMR Wealth Builders’s Edison International EIX Stock Holding History

RMR Wealth Builders’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 		– Sell
-700
Closed -$38K – 293
2020
Q2 		$38K Buy
+700
New +$40.3K 0.03% 251

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 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

RMR Wealth Builders's EIX Position: Q3 2020 in Review

RMR Wealth Builders sold out of Edison International (EIX) in Q3 2020, closing a stake of 700 shares — an estimated $38K sold.

RMR Wealth Builders first reported a position in EIX in Q2 2020 and held it in 1 quarter. The position peaked at $38K in Q2 2020. 564 funds tracked by Wall St. Rank hold EIX as of Q3 2020.

  • RMR Wealth Builders reported no remaining Edison International position as of Q3 2020 after selling out during the quarter.
  • RMR Wealth Builders sold 700 Edison International shares in Q3 2020, an estimated $38K.
  • RMR Wealth Builders first reported a position in Edison International in Q2 2020 and held it in 1 quarter.
  • RMR Wealth Builders's Edison International position peaked at $38K in Q2 2020.
  • 564 funds tracked by Wall St. Rank held Edison International as of Q3 2020.

Based on RMR Wealth Builders's 13F filing for Q3 2020, filed 13 Nov 2020.