BIC
EW icon

Beach Investment Counsel’s Edwards Lifesciences EW Stock Holding History

Beach Investment Counsel’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
Q3 		– Sell
-35,100
Closed -$393K – 172
2013
Q2 		$393K Buy
+35,100
New +$415K 0.04% 157

Other funds holding EW

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Beach Investment Counsel's EW Position: Q3 2013 in Review

Beach Investment Counsel sold out of Edwards Lifesciences (EW) in Q3 2013, closing a stake of 35,100 shares — an estimated $393K sold.

Beach Investment Counsel first reported a position in EW in Q2 2013 and held it in 1 quarter. The position peaked at $393K in Q2 2013. 409 funds tracked by Wall St. Rank hold EW as of Q3 2013.

  • Beach Investment Counsel reported no remaining Edwards Lifesciences position as of Q3 2013 after selling out during the quarter.
  • Beach Investment Counsel sold 35,100 Edwards Lifesciences shares in Q3 2013, an estimated $393K.
  • Beach Investment Counsel first reported a position in Edwards Lifesciences in Q2 2013 and held it in 1 quarter.
  • Beach Investment Counsel's Edwards Lifesciences position peaked at $393K in Q2 2013.
  • 409 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2013.

Based on Beach Investment Counsel's 13F filing for Q3 2013, filed 19 Nov 2013.