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Steel Grove Capital Advisors’s Edison International EIX Stock Holding History

Steel Grove Capital 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
2019
Q1 		– Sell
-60,813
Closed -$3.46M – 164
2018
Q4 		$3.46M Sell
60,813
-30,589
-33% -$1.9M 0.49% 64
2018
Q3 		$6.24M Buy
91,402
+12,577
+16% +$841K 0.87% 46
2018
Q2 		$5.04M Sell
78,825
-13,102
-14% -$818K 0.81% 49
2018
Q1 		$5.91M Buy
+91,927
New +$5.66M 0.93% 46

Other funds holding EIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Steel Grove Capital Advisors's EIX Position: Q1 2019 in Review

Steel Grove Capital Advisors sold out of Edison International (EIX) in Q1 2019, closing a stake of 60,813 shares — an estimated $3.46M sold.

Steel Grove Capital Advisors first reported a position in EIX in Q1 2018 and held it in 4 quarters. The position peaked at $6.24M in Q3 2018. 611 funds tracked by Wall St. Rank hold EIX as of Q1 2019.

  • Steel Grove Capital Advisors reported no remaining Edison International position as of Q1 2019 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 60,813 Edison International shares in Q1 2019, an estimated $3.46M.
  • Steel Grove Capital Advisors first reported a position in Edison International in Q1 2018 and held it in 4 quarters.
  • Steel Grove Capital Advisors's Edison International position peaked at $6.24M in Q3 2018.
  • 611 funds tracked by Wall St. Rank held Edison International as of Q1 2019.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.