Shelter Harbor Advisors’s Edison International EIX Stock Holding History

Shelter Harbor 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
2020 Q1	–	Sell	-250,000	Closed	-$18.9M	–	8
2019 Q4	$18.9M	Buy	250,000 +100,000	+67%	+$7.08M	9.82%	3
2019 Q3	$11.3M	Buy	+150,000	New	+$10.8M	5.71%	8
2018 Q3	–	Sell	-125,000	Closed	-$7.91M	–	22
2018 Q2	$7.91M	Hold	125,000	–	–	4.96%	8
2018 Q1	$7.96M	Buy	+125,000	New	+$7.7M	4.05%	14

Other funds holding EIX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Shelter Harbor Advisors's EIX Position: Q1 2020 in Review

Shelter Harbor Advisors sold out of Edison International (EIX) in Q1 2020, closing a stake of 250,000 shares — an estimated $18.9M sold.

Shelter Harbor Advisors first reported a position in EIX in Q1 2018 and held it in 4 quarters. The position peaked at $18.9M in Q4 2019. 591 funds tracked by Wall St. Rank hold EIX as of Q1 2020.

Shelter Harbor Advisors reported no remaining Edison International position as of Q1 2020 after selling out during the quarter.
Shelter Harbor Advisors sold 250,000 Edison International shares in Q1 2020, an estimated $18.9M.
Shelter Harbor Advisors first reported a position in Edison International in Q1 2018 and held it in 4 quarters.
Shelter Harbor Advisors's Edison International position peaked at $18.9M in Q4 2019.
591 funds tracked by Wall St. Rank held Edison International as of Q1 2020.

Based on Shelter Harbor Advisors's 13F filing for Q1 2020.