WI
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Wintrust Investments’s Edison International EIX Stock Holding History

Wintrust Investments’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
Q4 		– Sell
-2,823
Closed -$218K – 279
2017
Q3 		$218K Hold
2,823
– – 0.06% 254
2017
Q2 		$221K Buy
2,823
+310
+12% +$24.8K 0.06% 270
2017
Q1 		$200K Buy
+2,513
New +$191K 0.06% 279

Other funds holding EIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Wintrust Investments's EIX Position: Q4 2017 in Review

Wintrust Investments sold out of Edison International (EIX) in Q4 2017, closing a stake of 2,823 shares — an estimated $218K sold.

Wintrust Investments first reported a position in EIX in Q1 2017 and held it in 3 quarters. The position peaked at $221K in Q2 2017. 644 funds tracked by Wall St. Rank hold EIX as of Q4 2017.

  • Wintrust Investments reported no remaining Edison International position as of Q4 2017 after selling out during the quarter.
  • Wintrust Investments sold 2,823 Edison International shares in Q4 2017, an estimated $218K.
  • Wintrust Investments first reported a position in Edison International in Q1 2017 and held it in 3 quarters.
  • Wintrust Investments's Edison International position peaked at $221K in Q2 2017.
  • 644 funds tracked by Wall St. Rank held Edison International as of Q4 2017.

Based on Wintrust Investments's 13F filing for Q4 2017, filed 13 Feb 2018.