SWP
EIX icon

Stratos Wealth Partners’s Edison International EIX Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-1,405
Closed -$95K – 1264
2018
Q3 		$95K Sell
1,405
-1,824
-56% -$122K ﹤0.01% 1147
2018
Q2 		$204K Sell
3,229
-9
-0.3% -$562 0.01% 896
2018
Q1 		$206K Sell
3,238
-59
-2% -$3.63K 0.01% 883
2017
Q4 		$209K Buy
+3,297
New +$252K 0.01% 855
2017
Q3 		– Sell
-3,717
Closed -$291K – 931
2017
Q2 		$291K Buy
3,717
+97
+3% +$7.77K 0.02% 645
2017
Q1 		$288K Sell
3,620
-18
-0.5% -$1.36K 0.02% 594
2016
Q4 		$262K Sell
3,638
-3,008
-45% -$212K 0.02% 555
2016
Q3 		$480K Buy
6,646
+1,112
+20% +$83.4K 0.03% 371
2016
Q2 		$430K Buy
5,534
+548
+11% +$39.3K 0.03% 363
2016
Q1 		$358K Buy
4,986
+1,010
+25% +$65.5K 0.03% 367
2015
Q4 		$235K Sell
3,976
-1
-0% -$61 0.02% 485
2015
Q3 		$251K Sell
3,977
-195
-5% -$11.6K 0.03% 429
2015
Q2 		$232K Hold
4,172
– – 0.03% 429
2015
Q1 		$262K Buy
4,172
+218
+6% +$14.2K 0.03% 469
2014
Q4 		$259K Buy
3,954
+277
+8% +$17.2K 0.05% 383
2014
Q3 		$205K Sell
3,677
-12
-0.3% -$685 0.05% 283
2014
Q2 		$213K Buy
+3,689
New +$207K 0.07% 278

Other funds holding EIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 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

Stratos Wealth Partners's EIX Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Edison International (EIX) in Q4 2018, closing a stake of 1,405 shares — an estimated $95K sold.

Stratos Wealth Partners first reported a position in EIX in Q2 2014 and held it in 17 quarters. The position peaked at $480K in Q3 2016. 598 funds tracked by Wall St. Rank hold EIX as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Edison International position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,405 Edison International shares in Q4 2018, an estimated $95K.
  • Stratos Wealth Partners first reported a position in Edison International in Q2 2014 and held it in 17 quarters.
  • Stratos Wealth Partners's Edison International position peaked at $480K in Q3 2016.
  • 598 funds tracked by Wall St. Rank held Edison International as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.