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Rockefeller Financial Services’s Edison International EIX Stock Holding History

Rockefeller Financial Services’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
2017
Q4 		$57K Hold
895
– – ﹤0.01% 409
2017
Q3 		$69K Buy
+895
New +$70.8K ﹤0.01% 403

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rockefeller Financial Services's EIX Position: Q4 2017 in Review

Rockefeller Financial Services held its Edison International (EIX) position steady in Q4 2017 at 895 shares worth $57K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Rockefeller Financial Services first reported a position in EIX in Q3 2017 and has held it in 2 quarters since. The position peaked at $69K in Q3 2017. 644 funds tracked by Wall St. Rank hold EIX as of Q4 2017.

  • Rockefeller Financial Services held 895 shares of Edison International worth $57K as of Q4 2017.
  • Rockefeller Financial Services left its Edison International share count unchanged in Q4 2017.
  • Edison International made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #409 holding.
  • Rockefeller Financial Services first reported a position in Edison International in Q3 2017 and has held it in 2 quarters since.
  • Rockefeller Financial Services's Edison International position peaked at $69K in Q3 2017.
  • 644 funds tracked by Wall St. Rank held Edison International as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.