SVB Wealth’s Edison International EIX Stock Holding History

SVB Wealth’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
2016 Q4	–	Sell	-5,061	Closed	-$366K	–	502
2016 Q3	$366K	Buy	+5,061	New	+$380K	0.01%	388

Other funds holding EIX

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

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

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

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

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

SVB Wealth's EIX Position: Q4 2016 in Review

SVB Wealth sold out of Edison International (EIX) in Q4 2016, closing a stake of 5,061 shares — an estimated $366K sold.

SVB Wealth first reported a position in EIX in Q3 2016 and held it in 1 quarter. The position peaked at $366K in Q3 2016. 592 funds tracked by Wall St. Rank hold EIX as of Q4 2016.

SVB Wealth reported no remaining Edison International position as of Q4 2016 after selling out during the quarter.
SVB Wealth sold 5,061 Edison International shares in Q4 2016, an estimated $366K.
SVB Wealth first reported a position in Edison International in Q3 2016 and held it in 1 quarter.
SVB Wealth's Edison International position peaked at $366K in Q3 2016.
592 funds tracked by Wall St. Rank held Edison International as of Q4 2016.

Based on SVB Wealth's 13F filing for Q4 2016, filed 15 Feb 2017.