WCM
EIX icon

Wunderlich Capital Managemnt’s Edison International EIX Stock Holding History

Wunderlich Capital Managemnt’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
2014
Q1 		– Sell
-21,667
Closed -$1M – 87
2013
Q4 		$1M Buy
+21,667
New +$1.02M 0.96% 58

Other funds holding EIX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wunderlich Capital Managemnt's EIX Position: Q1 2014 in Review

Wunderlich Capital Managemnt sold out of Edison International (EIX) in Q1 2014, closing a stake of 21,667 shares — an estimated $1M sold.

Wunderlich Capital Managemnt first reported a position in EIX in Q4 2013 and held it in 1 quarter. The position peaked at $1M in Q4 2013. 489 funds tracked by Wall St. Rank hold EIX as of Q1 2014.

  • Wunderlich Capital Managemnt reported no remaining Edison International position as of Q1 2014 after selling out during the quarter.
  • Wunderlich Capital Managemnt sold 21,667 Edison International shares in Q1 2014, an estimated $1M.
  • Wunderlich Capital Managemnt first reported a position in Edison International in Q4 2013 and held it in 1 quarter.
  • Wunderlich Capital Managemnt's Edison International position peaked at $1M in Q4 2013.
  • 489 funds tracked by Wall St. Rank held Edison International as of Q1 2014.

Based on Wunderlich Capital Managemnt's 13F filing for Q1 2014, filed 13 May 2014.