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Ropes Wealth Advisors’s Edison International EIX Stock Holding History

Ropes Wealth 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
2021
Q1 		– Sell
-4
Closed – – 402
2020
Q4 		$0 Buy
+4
New +$241 ﹤0.01% 829
2016
Q1 		– Sell
-7
Closed – – 476
2015
Q4 		$0 Sell
7
-1,806
-100% -$110K ﹤0.01% 485
2015
Q3 		$114K Buy
+1,813
New +$108K 0.06% 180

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Ropes Wealth Advisors's EIX Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Edison International (EIX) in Q1 2021, closing a stake of 4 shares.

Ropes Wealth Advisors first reported a position in EIX in Q3 2015 and held it in 3 quarters. The position peaked at $114K in Q3 2015. 628 funds tracked by Wall St. Rank hold EIX as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Edison International position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 4 Edison International shares in Q1 2021.
  • Ropes Wealth Advisors first reported a position in Edison International in Q3 2015 and held it in 3 quarters.
  • Ropes Wealth Advisors's Edison International position peaked at $114K in Q3 2015.
  • 628 funds tracked by Wall St. Rank held Edison International as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.