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West Oak Capital’s Edison International EIX Stock Holding History

West Oak Capital’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
2020
Q2 		– Sell
-1,400
Closed -$77K – 313
2020
Q1 		$77K Hold
1,400
– – 0.05% 142
2019
Q4 		$106K Hold
1,400
– – 0.06% 142
2019
Q3 		$106K Sell
1,400
-600
-30% -$43.2K 0.06% 134
2019
Q2 		$135K Hold
2,000
– – 0.08% 126
2019
Q1 		$124K Hold
2,000
– – 0.08% 128
2018
Q4 		$114K Sell
2,000
-270
-12% -$16.8K 0.08% 129
2018
Q3 		$154K Hold
2,270
– – 0.09% 125
2018
Q2 		$144K Hold
2,270
– – 0.09% 121
2018
Q1 		$145K Sell
2,270
-547
-19% -$33.7K 0.09% 126
2017
Q4 		$178K Sell
2,817
-23
-0.8% -$1.75K 0.11% 118
2017
Q3 		$219K Buy
2,840
+23
+0.8% +$1.82K 0.13% 115
2017
Q2 		$220K Sell
2,817
-175
-6% -$14K 0.13% 115
2017
Q1 		$238K Buy
2,992
+767
+34% +$58.2K 0.15% 108
2016
Q4 		$160K Hold
2,225
– – 0.11% 127
2016
Q3 		$161K Hold
2,225
– – 0.11% 122
2016
Q2 		$173K Sell
2,225
-50
-2% -$3.59K 0.12% 109
2016
Q1 		$164K Hold
2,275
– – 0.13% 109
2015
Q4 		$135K Hold
2,275
– – 0.1% 117
2015
Q3 		$143K Hold
2,275
– – 0.12% 115
2015
Q2 		$126K Sell
2,275
-600
-21% -$36K 0.09% 121
2015
Q1 		$180K Sell
2,875
-75
-3% -$4.89K 0.13% 108
2014
Q4 		$193K Hold
2,950
– – 0.14% 103
2014
Q3 		$165K Hold
2,950
– – 0.12% 103
2014
Q2 		$171K Hold
2,950
– – 0.12% 106
2014
Q1 		$167K Hold
2,950
– – 0.12% 107
2013
Q4 		$137K Hold
2,950
– – 0.1% 107
2013
Q3 		$136K Sell
2,950
-50
-2% -$2.36K 0.11% 109
2013
Q2 		$144K Buy
+3,000
New +$148K 0.12% 107

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

West Oak Capital's EIX Position: Q2 2020 in Review

West Oak Capital sold out of Edison International (EIX) in Q2 2020, closing a stake of 1,400 shares — an estimated $77K sold.

West Oak Capital first reported a position in EIX in Q2 2013 and held it in 28 quarters. The position peaked at $238K in Q1 2017. 601 funds tracked by Wall St. Rank hold EIX as of Q2 2020.

  • West Oak Capital reported no remaining Edison International position as of Q2 2020 after selling out during the quarter.
  • West Oak Capital sold 1,400 Edison International shares in Q2 2020, an estimated $77K.
  • West Oak Capital first reported a position in Edison International in Q2 2013 and held it in 28 quarters.
  • West Oak Capital's Edison International position peaked at $238K in Q1 2017.
  • 601 funds tracked by Wall St. Rank held Edison International as of Q2 2020.

Based on West Oak Capital's 13F filing for Q2 2020, filed 6 Jul 2020.