WESPAC Advisors SoCal’s Edison International EIX Stock Holding History

WESPAC Advisors SoCal’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	-150	Closed	-$9K	–	147
2019 Q1	$9K	Sell	150 -350	-70%	-$20.9K	0.01%	237
2018 Q4	$28K	Sell	500 -150	-23%	-$9.33K	0.02%	152
2018 Q3	$43K	Buy	+650	New	+$43.5K	0.02%	133
2018 Q2	–	Sell	-150	Closed	-$9K	–	131
2018 Q1	$9K	Hold	150	–	–	0.01%	198
2017 Q4	$9K	Buy	+150	New	+$11.4K	0.01%	192
2017 Q3	–	Sell	-75	Closed	-$5K	–	269
2017 Q2	$5K	Hold	75	–	–	﹤0.01%	208
2017 Q1	$5.97K	Sell	75 -75	-50%	-$5.69K	﹤0.01%	205
2016 Q4	$10.8K	Sell	150 -90	-38%	-$6.35K	0.01%	184
2016 Q3	$17.3K	Hold	240	–	–	0.01%	155
2016 Q2	$18.6K	Buy	+240	New	+$17.2K	0.01%	162

Other funds holding EIX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WESPAC Advisors SoCal's EIX Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Edison International (EIX) in Q2 2019, closing a stake of 150 shares — an estimated $9K sold.

WESPAC Advisors SoCal first reported a position in EIX in Q2 2016 and held it in 10 quarters. The position peaked at $43K in Q3 2018. 601 funds tracked by Wall St. Rank hold EIX as of Q2 2019.

WESPAC Advisors SoCal reported no remaining Edison International position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 150 Edison International shares in Q2 2019, an estimated $9K.
WESPAC Advisors SoCal first reported a position in Edison International in Q2 2016 and held it in 10 quarters.
WESPAC Advisors SoCal's Edison International position peaked at $43K in Q3 2018.
601 funds tracked by Wall St. Rank held Edison International as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.