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WealthPLAN Partners’s Edison International EIX Stock Holding History

WealthPLAN Partners’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
2018
Q2 		– Sell
-3,327
Closed -$212K – 267
2018
Q1 		$212K Buy
+3,327
New +$205K 0.05% 246

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State Street
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Lazard Asset Management
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Macquarie Group
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Pzena Investment Management
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Boston Partners
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American Century Companies
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return