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Waverton Investment Management’s Edison International EIX Stock Holding History

Waverton Investment Management’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
2014
Q2 		– Sell
-93,690
Closed -$5.3M – 112
2014
Q1 		$5.3M Buy
93,690
+640
+0.7% +$31.9K 0.25% 66
2013
Q4 		$4.31M Buy
+93,050
New +$4.4M 0.22% 82

Other funds holding EIX

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Waverton Investment Management's EIX Position: Q2 2014 in Review

Waverton Investment Management sold out of Edison International (EIX) in Q2 2014, closing a stake of 93,690 shares — an estimated $5.3M sold.

Waverton Investment Management first reported a position in EIX in Q4 2013 and held it in 2 quarters. The position peaked at $5.3M in Q1 2014. 485 funds tracked by Wall St. Rank hold EIX as of Q2 2014.

  • Waverton Investment Management reported no remaining Edison International position as of Q2 2014 after selling out during the quarter.
  • Waverton Investment Management sold 93,690 Edison International shares in Q2 2014, an estimated $5.3M.
  • Waverton Investment Management first reported a position in Edison International in Q4 2013 and held it in 2 quarters.
  • Waverton Investment Management's Edison International position peaked at $5.3M in Q1 2014.
  • 485 funds tracked by Wall St. Rank held Edison International as of Q2 2014.

Based on Waverton Investment Management's 13F filing for Q2 2014, filed 28 Jul 2014.