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Welch & Forbes’s Edison International EIX Stock Holding History

Welch & Forbes’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
2016
Q1 		– Sell
-3,400
Closed -$201K – 345
2015
Q4 		$201K Hold
3,400
– – 0.01% 315
2015
Q3 		$214K Buy
+3,400
New +$202K 0.01% 313
2015
Q2 		– Sell
-3,400
Closed -$212K – 333
2015
Q1 		$212K Buy
+3,400
New +$222K 0.01% 316

Other funds holding EIX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Welch & Forbes's EIX Position: Q1 2016 in Review

Welch & Forbes sold out of Edison International (EIX) in Q1 2016, closing a stake of 3,400 shares — an estimated $201K sold.

Welch & Forbes first reported a position in EIX in Q1 2015 and held it in 3 quarters. The position peaked at $214K in Q3 2015. 570 funds tracked by Wall St. Rank hold EIX as of Q1 2016.

  • Welch & Forbes reported no remaining Edison International position as of Q1 2016 after selling out during the quarter.
  • Welch & Forbes sold 3,400 Edison International shares in Q1 2016, an estimated $201K.
  • Welch & Forbes first reported a position in Edison International in Q1 2015 and held it in 3 quarters.
  • Welch & Forbes's Edison International position peaked at $214K in Q3 2015.
  • 570 funds tracked by Wall St. Rank held Edison International as of Q1 2016.

Based on Welch & Forbes's 13F filing for Q1 2016, filed 5 May 2016.