Assured Investment Management’s Edwards Lifesciences EW Stock Holding History

Assured Investment Management’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 Q1	–	Sell	-3,435	Closed	-$175K	–	1197
2018 Q4	$175K	Buy	+3,435	New	+$174K	0.01%	906
2018 Q3	–	Sell	-19,902	Closed	-$966K	–	1205
2018 Q2	$966K	Sell	19,902 -30,138	-60%	-$1.41M	0.02%	572
2018 Q1	$2.33M	Buy	+50,040	New	+$2.17M	0.05%	327
2017 Q2	–	Sell	-34,284	Closed	-$1.07M	–	626
2017 Q1	$1.07M	Buy	+34,284	New	+$1.07M	0.02%	285
2016 Q3	–	Sell	-2,916	Closed	-$97K	–	623
2016 Q2	$97K	Buy	+2,916	New	+$99.8K	﹤0.01%	538
2015 Q4	–	Sell	-4,212	Closed	-$100K	–	659
2015 Q3	$100K	Buy	+4,212	New	+$102K	﹤0.01%	553
2015 Q2	–	Sell	-2,124	Closed	-$50K	–	669
2015 Q1	$50K	Buy	+2,124	New	+$47.6K	﹤0.01%	564

Other funds holding EW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Assured Investment Management's EW Position: Q1 2019 in Review

Assured Investment Management sold out of Edwards Lifesciences (EW) in Q1 2019, closing a stake of 3,435 shares — an estimated $175K sold.

Assured Investment Management first reported a position in EW in Q1 2015 and held it in 7 quarters. The position peaked at $2.33M in Q1 2018. 923 funds tracked by Wall St. Rank hold EW as of Q1 2019.

Assured Investment Management reported no remaining Edwards Lifesciences position as of Q1 2019 after selling out during the quarter.
Assured Investment Management sold 3,435 Edwards Lifesciences shares in Q1 2019, an estimated $175K.
Assured Investment Management first reported a position in Edwards Lifesciences in Q1 2015 and held it in 7 quarters.
Assured Investment Management's Edwards Lifesciences position peaked at $2.33M in Q1 2018.
923 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2019.

Based on Assured Investment Management's 13F filing for Q1 2019, filed 16 May 2019.