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Waldron Private Wealth’s Edison International EIX Stock Holding History

Waldron Private 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
2017
Q2 		– Sell
-3,033
Closed -$211K – 161
2017
Q1 		$211K Buy
+3,033
New +$230K 0.05% 202

Other funds holding EIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Waldron Private Wealth's EIX Position: Q2 2017 in Review

Waldron Private Wealth sold out of Edison International (EIX) in Q2 2017, closing a stake of 3,033 shares — an estimated $211K sold.

Waldron Private Wealth first reported a position in EIX in Q1 2017 and held it in 1 quarter. The position peaked at $211K in Q1 2017. 614 funds tracked by Wall St. Rank hold EIX as of Q2 2017.

  • Waldron Private Wealth reported no remaining Edison International position as of Q2 2017 after selling out during the quarter.
  • Waldron Private Wealth sold 3,033 Edison International shares in Q2 2017, an estimated $211K.
  • Waldron Private Wealth first reported a position in Edison International in Q1 2017 and held it in 1 quarter.
  • Waldron Private Wealth's Edison International position peaked at $211K in Q1 2017.
  • 614 funds tracked by Wall St. Rank held Edison International as of Q2 2017.

Based on Waldron Private Wealth's 13F filing for Q2 2017, filed 14 Aug 2017.