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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return