WA
EIX icon

WFG Advisors’s Edison International EIX Stock Holding History

WFG Advisors’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
2017
Q2 		$30K Buy
385
+3
+0.8% +$240 0.01% 837
2017
Q1 		$30K Buy
382
+3
+0.8% +$228 0.01% 796
2016
Q4 		$27K Buy
379
+2
+0.5% +$141 0.01% 863
2016
Q3 		$27K Buy
377
+68
+22% +$5.1K 0.01% 869
2016
Q2 		$24K Sell
309
-8
-3% -$574 0.01% 875
2016
Q1 		$23K Buy
317
+3
+1% +$195 0.01% 849
2015
Q4 		$19K Sell
314
-5
-2% -$306 0.01% 909
2015
Q3 		$20K Buy
319
+19
+6% +$1.13K 0.01% 882
2015
Q2 		$17K Buy
+300
New +$18K ﹤0.01% 1025
2014
Q1 		– Sell
-4,859
Closed -$225K – 2043
2013
Q4 		$225K Sell
4,859
-957
-16% -$45.2K 0.03% 486
2013
Q3 		$268K Sell
5,816
-762
-12% -$36K 0.04% 414
2013
Q2 		$317K Buy
+6,578
New +$325K 0.05% 358

Other funds holding EIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return