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ZWJ Investment Counsel’s Edison International EIX Stock Holding History

ZWJ Investment Counsel’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
2018
Q1 		– Sell
-5,930
Closed -$375K – 199
2017
Q4 		$375K Hold
5,930
– – 0.03% 199
2017
Q3 		$458K Sell
5,930
-3,556
-37% -$281K 0.04% 167
2017
Q2 		$742K Sell
9,486
-656
-6% -$52.6K 0.06% 130
2017
Q1 		$807K Buy
+10,142
New +$769K 0.07% 124

Other funds holding EIX

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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 $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ZWJ Investment Counsel's EIX Position: Q1 2018 in Review

ZWJ Investment Counsel sold out of Edison International (EIX) in Q1 2018, closing a stake of 5,930 shares — an estimated $375K sold.

ZWJ Investment Counsel first reported a position in EIX in Q1 2017 and held it in 4 quarters. The position peaked at $807K in Q1 2017. 635 funds tracked by Wall St. Rank hold EIX as of Q1 2018.

  • ZWJ Investment Counsel reported no remaining Edison International position as of Q1 2018 after selling out during the quarter.
  • ZWJ Investment Counsel sold 5,930 Edison International shares in Q1 2018, an estimated $375K.
  • ZWJ Investment Counsel first reported a position in Edison International in Q1 2017 and held it in 4 quarters.
  • ZWJ Investment Counsel's Edison International position peaked at $807K in Q1 2017.
  • 635 funds tracked by Wall St. Rank held Edison International as of Q1 2018.

Based on ZWJ Investment Counsel's 13F filing for Q1 2018, filed 24 Apr 2018.