Stevens First Principles Investment Advisors’s Edison International EIX Stock Holding History

Stevens First Principles Investment 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
2015 Q4	–	Sell	-2,000	Closed	-$126K	–	187
2015 Q3	$126K	Hold	2,000	–	–	0.1%	84
2015 Q2	$111K	Hold	2,000	–	–	0.07%	100
2015 Q1	$125K	Hold	2,000	–	–	0.08%	98
2014 Q4	$131K	Hold	2,000	–	–	0.09%	91
2014 Q3	$112K	Hold	2,000	–	–	0.06%	110
2014 Q2	$116K	Hold	2,000	–	–	0.06%	107
2014 Q1	$113K	Hold	2,000	–	–	0.07%	100
2013 Q4	$93K	Hold	2,000	–	–	0.06%	119
2013 Q3	$92K	Hold	2,000	–	–	0.05%	117
2013 Q2	$96K	Buy	+2,000	New	+$98.7K	0.07%	101

Other funds holding EIX

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates

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

Macquarie Group

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

Fidelity Investments

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

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return