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Barrett Asset Management’s Edwards Lifesciences EW Stock Holding History

Barrett Asset 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
2017
Q1 		– Sell
-600
Closed -$19K – 373
2016
Q4 		$19K Sell
600
-60
-9% -$1.94K ﹤0.01% 289
2016
Q3 		$27K Hold
660
– – ﹤0.01% 249
2016
Q2 		$22K Hold
660
– – ﹤0.01% 255
2016
Q1 		$19K Hold
660
– – ﹤0.01% 266
2015
Q4 		$17K Hold
660
– – ﹤0.01% 259
2015
Q3 		$16K Hold
660
– – ﹤0.01% 252
2015
Q2 		$16K Hold
660
– – ﹤0.01% 264
2015
Q1 		$16K Buy
+660
New +$14.8K ﹤0.01% 270

Other funds holding EW

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barrett Asset Management's EW Position: Q1 2017 in Review

Barrett Asset Management sold out of Edwards Lifesciences (EW) in Q1 2017, closing a stake of 600 shares — an estimated $19K sold.

Barrett Asset Management first reported a position in EW in Q1 2015 and held it in 8 quarters. The position peaked at $27K in Q3 2016. 691 funds tracked by Wall St. Rank hold EW as of Q1 2017.

  • Barrett Asset Management reported no remaining Edwards Lifesciences position as of Q1 2017 after selling out during the quarter.
  • Barrett Asset Management sold 600 Edwards Lifesciences shares in Q1 2017, an estimated $19K.
  • Barrett Asset Management first reported a position in Edwards Lifesciences in Q1 2015 and held it in 8 quarters.
  • Barrett Asset Management's Edwards Lifesciences position peaked at $27K in Q3 2016.
  • 691 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2017.

Based on Barrett Asset Management's 13F filing for Q1 2017, filed 28 Apr 2017.