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Wealthcare Capital Management’s Edison International EIX Stock Holding History

Wealthcare Capital 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
2020
Q1 		– Sell
-32
Closed -$2K – 371
2019
Q4 		$2K Buy
+32
New +$2.26K ﹤0.01% 440
2015
Q2 		– Sell
-407
Closed -$25K – 528
2015
Q1 		$25K Buy
+407
New +$26.5K ﹤0.01% 365

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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Wealthcare Capital Management's EIX Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Edison International (EIX) in Q1 2020, closing a stake of 32 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in EIX in Q1 2015 and held it in 2 quarters. The position peaked at $25K in Q1 2015. 590 funds tracked by Wall St. Rank hold EIX as of Q1 2020.

  • Wealthcare Capital Management reported no remaining Edison International position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 32 Edison International shares in Q1 2020, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Edison International in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's Edison International position peaked at $25K in Q1 2015.
  • 590 funds tracked by Wall St. Rank held Edison International as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.