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WealthSource Partners’s Edison International EIX Stock Holding History

WealthSource 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
2019
Q4 		– Sell
-2,997
Closed -$226K – 422
2019
Q3 		$226K Sell
2,997
-61
-2% -$4.39K 0.03% 384
2019
Q2 		$206K Buy
+3,058
New +$190K 0.03% 417
2019
Q1 		– Sell
-4,880
Closed -$277K – 353
2018
Q4 		$277K Buy
+4,880
New +$303K 0.08% 226
2018
Q1 		– Sell
-6,158
Closed -$389K – 290
2017
Q4 		$389K Buy
+6,158
New +$470K 0.12% 164

Other funds holding EIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

WealthSource Partners's EIX Position: Q4 2019 in Review

WealthSource Partners sold out of Edison International (EIX) in Q4 2019, closing a stake of 2,997 shares — an estimated $226K sold.

WealthSource Partners first reported a position in EIX in Q4 2017 and held it in 4 quarters. The position peaked at $389K in Q4 2017. 639 funds tracked by Wall St. Rank hold EIX as of Q4 2019.

  • WealthSource Partners reported no remaining Edison International position as of Q4 2019 after selling out during the quarter.
  • WealthSource Partners sold 2,997 Edison International shares in Q4 2019, an estimated $226K.
  • WealthSource Partners first reported a position in Edison International in Q4 2017 and held it in 4 quarters.
  • WealthSource Partners's Edison International position peaked at $389K in Q4 2017.
  • 639 funds tracked by Wall St. Rank held Edison International as of Q4 2019.

Based on WealthSource Partners's 13F filing for Q4 2019, filed 12 Feb 2020.