Sheets Smith Wealth Management’s Edison International EIX Stock Holding History

Sheets Smith Wealth Management’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 Q1	–	Sell	-6,531	Closed	-$470K	–	293
2016 Q4	$470K	Hold	6,531	–	–	0.13%	192
2016 Q3	$472K	Hold	6,531	–	–	0.13%	183
2016 Q2	$507K	Hold	6,531	–	–	0.15%	174
2016 Q1	$470K	Hold	6,531	–	–	0.14%	156
2015 Q4	$387K	Hold	6,531	–	–	0.12%	163
2015 Q3	$412K	Hold	6,531	–	–	0.14%	142
2015 Q2	$363K	Hold	6,531	–	–	0.1%	177
2015 Q1	$408K	Hold	6,531	–	–	0.11%	171
2014 Q4	$428K	Hold	6,531	–	–	0.11%	180
2014 Q3	$365K	Hold	6,531	–	–	0.1%	179
2014 Q2	$380K	Hold	6,531	–	–	0.1%	189
2014 Q1	$370K	Hold	6,531	–	–	0.1%	188
2013 Q4	$302K	Sell	6,531 -26,369	-80%	-$1.25M	0.08%	210
2013 Q3	$2.29M	Buy	32,900 +26,369	+404%	+$1.25M	0.75%	41
2013 Q2	$315K	Buy	+6,531	New	+$322K	0.11%	195

Other funds holding EIX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sheets Smith Wealth Management's EIX Position: Q1 2017 in Review

Sheets Smith Wealth Management sold out of Edison International (EIX) in Q1 2017, closing a stake of 6,531 shares — an estimated $470K sold.

Sheets Smith Wealth Management first reported a position in EIX in Q2 2013 and held it in 15 quarters. The position peaked at $2.29M in Q3 2013. 581 funds tracked by Wall St. Rank hold EIX as of Q1 2017.

Sheets Smith Wealth Management reported no remaining Edison International position as of Q1 2017 after selling out during the quarter.
Sheets Smith Wealth Management sold 6,531 Edison International shares in Q1 2017, an estimated $470K.
Sheets Smith Wealth Management first reported a position in Edison International in Q2 2013 and held it in 15 quarters.
Sheets Smith Wealth Management's Edison International position peaked at $2.29M in Q3 2013.
581 funds tracked by Wall St. Rank held Edison International as of Q1 2017.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2017, filed 10 Apr 2017.