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Barrington Strategic Wealth Management Group’s Edwards Lifesciences EW Stock Holding History

Barrington Strategic Wealth Management Group’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
2013
Q4 		– Sell
-45,180
Closed -$524K – 95
2013
Q3 		$524K Buy
45,180
+180
+0.4% +$2.11K 0.46% 61
2013
Q2 		$504K Buy
+45,000
New +$533K 0.41% 69

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Vanguard Group
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Wellington Management Group
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State Street
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Barrington Strategic Wealth Management Group's EW Position: Q4 2013 in Review

Barrington Strategic Wealth Management Group sold out of Edwards Lifesciences (EW) in Q4 2013, closing a stake of 45,180 shares — an estimated $524K sold.

Barrington Strategic Wealth Management Group first reported a position in EW in Q2 2013 and held it in 2 quarters. The position peaked at $524K in Q3 2013. 407 funds tracked by Wall St. Rank hold EW as of Q4 2013.

  • Barrington Strategic Wealth Management Group reported no remaining Edwards Lifesciences position as of Q4 2013 after selling out during the quarter.
  • Barrington Strategic Wealth Management Group sold 45,180 Edwards Lifesciences shares in Q4 2013, an estimated $524K.
  • Barrington Strategic Wealth Management Group first reported a position in Edwards Lifesciences in Q2 2013 and held it in 2 quarters.
  • Barrington Strategic Wealth Management Group's Edwards Lifesciences position peaked at $524K in Q3 2013.
  • 407 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2013.

Based on Barrington Strategic Wealth Management Group's 13F filing for Q4 2013, filed 13 Feb 2014.