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Apriem Advisors’s Edwards Lifesciences EW Stock Holding History

Apriem Advisors’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
2018
Q3 		– Sell
-300
Closed -$15K – 209
2018
Q2 		$15K Buy
+300
New +$14K ﹤0.01% 382
2014
Q3 		– Sell
-266,160
Closed -$3.81M – 542
2014
Q2 		$3.81M Sell
266,160
-1,500
-0.6% -$20.3K 1.45% 23
2014
Q1 		$3.31M Buy
+267,660
New +$3.09M 1.25% 27

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Apriem Advisors's EW Position: Q3 2018 in Review

Apriem Advisors sold out of Edwards Lifesciences (EW) in Q3 2018, closing a stake of 300 shares — an estimated $15K sold.

Apriem Advisors first reported a position in EW in Q1 2014 and held it in 3 quarters. The position peaked at $3.81M in Q2 2014. 852 funds tracked by Wall St. Rank hold EW as of Q3 2018.

  • Apriem Advisors reported no remaining Edwards Lifesciences position as of Q3 2018 after selling out during the quarter.
  • Apriem Advisors sold 300 Edwards Lifesciences shares in Q3 2018, an estimated $15K.
  • Apriem Advisors first reported a position in Edwards Lifesciences in Q1 2014 and held it in 3 quarters.
  • Apriem Advisors's Edwards Lifesciences position peaked at $3.81M in Q2 2014.
  • 852 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.