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A.D. Beadell Investment Counsel’s Edwards Lifesciences EW Stock Holding History

A.D. Beadell Investment Counsel’s Portfolio EW Stock Details EW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-22,410
Closed -$321K – 101
2014
Q2 		$321K Hold
22,410
– – 0.24% 92
2014
Q1 		$277K Sell
22,410
-7,020
-24% -$81K 0.23% 85
2013
Q4 		$322K Hold
29,430
– – 0.27% 83
2013
Q3 		$341K Hold
29,430
– – 0.31% 75
2013
Q2 		$329K Buy
+29,430
New +$348K 0.3% 73

Other funds holding EW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

A.D. Beadell Investment Counsel's EW Position: Q3 2014 in Review

A.D. Beadell Investment Counsel sold out of Edwards Lifesciences (EW) in Q3 2014, closing a stake of 22,410 shares — an estimated $321K sold.

A.D. Beadell Investment Counsel first reported a position in EW in Q2 2013 and held it in 5 quarters. The position peaked at $341K in Q3 2013. 497 funds tracked by Wall St. Rank hold EW as of Q3 2014.

  • A.D. Beadell Investment Counsel reported no remaining Edwards Lifesciences position as of Q3 2014 after selling out during the quarter.
  • A.D. Beadell Investment Counsel sold 22,410 Edwards Lifesciences shares in Q3 2014, an estimated $321K.
  • A.D. Beadell Investment Counsel first reported a position in Edwards Lifesciences in Q2 2013 and held it in 5 quarters.
  • A.D. Beadell Investment Counsel's Edwards Lifesciences position peaked at $341K in Q3 2013.
  • 497 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2014.

Based on A.D. Beadell Investment Counsel's 13F filing for Q3 2014, filed 27 Oct 2014.