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RPg Family Wealth Advisory’s Edison International EIX Stock Holding History

RPg Family Wealth Advisory’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
2018
Q1 		– Sell
-236
Closed -$14.9K – 259
2017
Q4 		$14.9K Buy
236
+100
+74% +$7.63K 0.01% 231
2017
Q3 		$10.5K Hold
136
– – 0.01% 266
2017
Q2 		$10.6K Hold
136
– – 0.01% 290
2017
Q1 		$10.8K Sell
136
-10
-7% -$758 0.01% 254
2016
Q4 		$10.5K Buy
+146
New +$10.3K 0.01% 255

Other funds holding EIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RPg Family Wealth Advisory's EIX Position: Q1 2018 in Review

RPg Family Wealth Advisory sold out of Edison International (EIX) in Q1 2018, closing a stake of 236 shares — an estimated $14.9K sold.

RPg Family Wealth Advisory first reported a position in EIX in Q4 2016 and held it in 5 quarters. The position peaked at $14.9K in Q4 2017. 637 funds tracked by Wall St. Rank hold EIX as of Q1 2018.

  • RPg Family Wealth Advisory reported no remaining Edison International position as of Q1 2018 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 236 Edison International shares in Q1 2018, an estimated $14.9K.
  • RPg Family Wealth Advisory first reported a position in Edison International in Q4 2016 and held it in 5 quarters.
  • RPg Family Wealth Advisory's Edison International position peaked at $14.9K in Q4 2017.
  • 637 funds tracked by Wall St. Rank held Edison International as of Q1 2018.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2018, filed 15 May 2018.