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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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WealthPLAN Partners's EIX Position: Q2 2018 in Review

WealthPLAN Partners sold out of Edison International (EIX) in Q2 2018, closing a stake of 3,327 shares — an estimated $212K sold.

WealthPLAN Partners first reported a position in EIX in Q1 2018 and held it in 1 quarter. The position peaked at $212K in Q1 2018. 618 funds tracked by Wall St. Rank hold EIX as of Q2 2018.

  • WealthPLAN Partners reported no remaining Edison International position as of Q2 2018 after selling out during the quarter.
  • WealthPLAN Partners sold 3,327 Edison International shares in Q2 2018, an estimated $212K.
  • WealthPLAN Partners first reported a position in Edison International in Q1 2018 and held it in 1 quarter.
  • WealthPLAN Partners's Edison International position peaked at $212K in Q1 2018.
  • 618 funds tracked by Wall St. Rank held Edison International as of Q2 2018.

Based on WealthPLAN Partners's 13F filing for Q2 2018, filed 16 Aug 2018.