Archford Capital Strategies’s Edwards Lifesciences EW Stock Holding History

Archford Capital Strategies’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
2019 Q3	–	Sell	-270	Closed	-$17K	–	317
2019 Q2	$17K	Hold	270	–	–	0.01%	365
2019 Q1	$17K	Hold	270	–	–	0.01%	353
2018 Q4	$14K	Sell	270 -570	-68%	-$28.8K	0.01%	351
2018 Q3	$49K	Hold	840	–	–	0.02%	297
2018 Q2	$41K	Buy	840 +270	+47%	+$12.6K	0.01%	307
2018 Q1	$21K	Buy	+570	New	+$24.8K	0.01%	276
2017 Q2	–	Sell	-570	Closed	-$18K	–	328
2017 Q1	$18K	Hold	570	–	–	0.01%	381
2016 Q4	$17K	Hold	570	–	–	0.01%	336
2016 Q3	$22K	Buy	+570	New	+$21.5K	0.01%	318
2016 Q1	–	Sell	-570	Closed	-$16K	–	310
2015 Q4	$16K	Hold	570	–	–	0.01%	394
2015 Q3	$14K	Hold	570	–	–	0.01%	305
2015 Q2	$14K	Hold	570	–	–	0.01%	298
2015 Q1	$13.5K	Hold	570	–	–	0.01%	314
2014 Q4	$12K	Hold	570	–	–	0.01%	329
2014 Q3	$10K	Hold	570	–	–	0.01%	345
2014 Q2	$8.15K	Hold	570	–	–	0.01%	438
2014 Q1	$7.05K	Buy	+570	New	+$6.58K	0.01%	487

Other funds holding EW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Archford Capital Strategies's EW Position: Q3 2019 in Review

Archford Capital Strategies sold out of Edwards Lifesciences (EW) in Q3 2019, closing a stake of 270 shares — an estimated $17K sold.

Archford Capital Strategies first reported a position in EW in Q1 2014 and held it in 17 quarters. The position peaked at $49K in Q3 2018. 964 funds tracked by Wall St. Rank hold EW as of Q3 2019.

Archford Capital Strategies reported no remaining Edwards Lifesciences position as of Q3 2019 after selling out during the quarter.
Archford Capital Strategies sold 270 Edwards Lifesciences shares in Q3 2019, an estimated $17K.
Archford Capital Strategies first reported a position in Edwards Lifesciences in Q1 2014 and held it in 17 quarters.
Archford Capital Strategies's Edwards Lifesciences position peaked at $49K in Q3 2018.
964 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.