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Wealthspire Advisors (Maryland)’s Edison International EIX Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-2,118
Closed -$131K – 902
2019
Q1 		$131K Sell
2,118
-173
-8% -$10.3K 0.01% 555
2018
Q4 		$130K Sell
2,291
-344
-13% -$21.4K 0.01% 523
2018
Q3 		$178K Sell
2,635
-68
-3% -$4.55K 0.01% 493
2018
Q2 		$171K Buy
2,703
+40
+2% +$2.5K 0.02% 508
2018
Q1 		$170K Sell
2,663
-262
-9% -$16.1K 0.02% 523
2017
Q4 		$185K Buy
2,925
+63
+2% +$4.81K 0.02% 518
2017
Q3 		$221K Sell
2,862
-855
-23% -$67.6K 0.02% 442
2017
Q2 		$291K Sell
3,717
-102
-3% -$8.17K 0.03% 346
2017
Q1 		$304K Sell
3,819
-3,606
-49% -$274K 0.04% 285
2016
Q4 		$535K Sell
7,425
-690
-9% -$48.7K 0.08% 163
2016
Q3 		$586K Buy
8,115
+1,056
+15% +$79.2K 0.09% 151
2016
Q2 		$548K Sell
7,059
-340
-5% -$24.4K 0.09% 151
2016
Q1 		$532K Buy
7,399
+6,182
+508% +$401K 0.09% 145
2015
Q4 		$72K Buy
+1,217
New +$74.4K 0.01% 614

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 $3.38T AUM 44.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EIX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Edison International (EIX) in Q2 2019, closing a stake of 2,118 shares — an estimated $131K sold.

Wealthspire Advisors (Maryland) first reported a position in EIX in Q4 2015 and held it in 14 quarters. The position peaked at $586K in Q3 2016. 601 funds tracked by Wall St. Rank hold EIX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Edison International position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,118 Edison International shares in Q2 2019, an estimated $131K.
  • Wealthspire Advisors (Maryland) first reported a position in Edison International in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Edison International position peaked at $586K in Q3 2016.
  • 601 funds tracked by Wall St. Rank held Edison International as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.