Analytic Investors’s Edwards Lifesciences EW Stock Holding History

Analytic Investors’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
2016 Q3	–	Sell	-32,400	Closed	-$1.08M	–	617
2016 Q2	$1.08M	Buy	32,400 +2,574	+9%	+$88.1K	0.01%	368
2016 Q1	$877K	Sell	29,826 -618,198	-95%	-$17.1M	0.01%	416
2015 Q4	$17.1M	Sell	648,024 -1,700,154	-72%	-$44.2M	0.21%	111
2015 Q3	$55.6M	Sell	2,348,178 -1,324,800	-36%	-$32M	0.74%	40
2015 Q2	$87.2M	Sell	3,672,978 -104,430	-3%	-$2.36M	1.22%	22
2015 Q1	$89.7M	Buy	3,777,408 +1,652,340	+78%	+$37.1M	1.22%	22
2014 Q4	$45.1M	Buy	2,125,068 +1,956,582	+1,161%	+$39.3M	0.64%	42
2014 Q3	$2.87M	Buy	+168,486	New	+$2.66M	0.04%	221
2013 Q3	–	Sell	-158,142	Closed	-$1.77M	–	519
2013 Q2	$1.77M	Buy	+158,142	New	+$1.87M	0.03%	300

Other funds holding EW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Analytic Investors's EW Position: Q3 2016 in Review

Analytic Investors sold out of Edwards Lifesciences (EW) in Q3 2016, closing a stake of 32,400 shares — an estimated $1.08M sold.

Analytic Investors first reported a position in EW in Q2 2013 and held it in 9 quarters. The position peaked at $89.7M in Q1 2015. 693 funds tracked by Wall St. Rank hold EW as of Q3 2016.

Analytic Investors reported no remaining Edwards Lifesciences position as of Q3 2016 after selling out during the quarter.
Analytic Investors sold 32,400 Edwards Lifesciences shares in Q3 2016, an estimated $1.08M.
Analytic Investors first reported a position in Edwards Lifesciences in Q2 2013 and held it in 9 quarters.
Analytic Investors's Edwards Lifesciences position peaked at $89.7M in Q1 2015.
693 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2016.

Based on Analytic Investors's 13F filing for Q3 2016, filed 14 Nov 2016.