TrueWealth LLC’s Edison International EIX Stock Holding History

TrueWealth LLC’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 Q2	$81K	Hold	1,500	–	–	0.03%	221
2020 Q1	$82K	Hold	1,500	–	–	0.04%	201
2019 Q4	$113K	Hold	1,500	–	–	0.05%	187
2019 Q3	$113K	Hold	1,500	–	–	0.05%	185
2019 Q2	$101K	Hold	1,500	–	–	0.04%	194
2019 Q1	$93K	Hold	1,500	–	–	0.04%	205
2018 Q4	$85K	Hold	1,500	–	–	0.04%	199
2018 Q3	$102K	Hold	1,500	–	–	0.05%	193
2018 Q2	$95K	Hold	1,500	–	–	0.05%	201
2018 Q1	$95K	Hold	1,500	–	–	0.05%	193
2017 Q4	$95K	Buy	+1,500	New	+$114K	0.04%	220

Other funds holding EIX

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

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

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

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

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

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

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

TrueWealth LLC's EIX Position: Q2 2020 in Review

TrueWealth LLC held its Edison International (EIX) position steady in Q2 2020 at 1,500 shares worth $81K. The position accounts for 0.03% of the portfolio, ranked #221.

TrueWealth LLC first reported a position in EIX in Q4 2017 and has held it in 11 quarters since. The position peaked at $113K in Q4 2019. 601 funds tracked by Wall St. Rank hold EIX as of Q2 2020.

TrueWealth LLC held 1,500 shares of Edison International worth $81K as of Q2 2020.
TrueWealth LLC left its Edison International share count unchanged in Q2 2020.
Edison International made up 0.03% of TrueWealth LLC's portfolio in Q2 2020, its #221 holding.
TrueWealth LLC first reported a position in Edison International in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Edison International position peaked at $113K in Q4 2019.
601 funds tracked by Wall St. Rank held Edison International as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.