Bellevue Asset Management (Switzerland)’s Edwards Lifesciences EW Stock Holding History

Bellevue Asset Management (Switzerland)’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
2015 Q4	$5.45M	Sell	207,000 -60,000	-22%	-$1.56M	0.83%	40
2015 Q3	$6.33M	Buy	267,000 +62,400	+30%	+$1.51M	1.03%	33
2015 Q2	$4.86M	Buy	204,600 +117,600	+135%	+$2.65M	0.67%	53
2015 Q1	$2.07M	Buy	+87,000	New	+$1.95M	0.29%	84

Other funds holding EW

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return

Bellevue Asset Management (Switzerland)'s EW Position: Q4 2015 in Review

Bellevue Asset Management (Switzerland) reduced its Edwards Lifesciences (EW) stake by 22% in Q4 2015, selling an estimated $1.56M and leaving 207,000 shares worth $5.45M. The position accounts for 0.83% of the portfolio, ranked #40.

Bellevue Asset Management (Switzerland) first reported a position in EW in Q1 2015 and has held it in 4 quarters since. The position peaked at $6.33M in Q3 2015. 605 funds tracked by Wall St. Rank hold EW as of Q4 2015.

Bellevue Asset Management (Switzerland) held 207,000 shares of Edwards Lifesciences worth $5.45M as of Q4 2015.
Bellevue Asset Management (Switzerland) sold 60,000 Edwards Lifesciences shares in Q4 2015, an estimated $1.56M.
Edwards Lifesciences made up 0.83% of Bellevue Asset Management (Switzerland)'s portfolio in Q4 2015, its #40 holding.
Bellevue Asset Management (Switzerland) first reported a position in Edwards Lifesciences in Q1 2015 and has held it in 4 quarters since.
Bellevue Asset Management (Switzerland)'s Edwards Lifesciences position peaked at $6.33M in Q3 2015.
605 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2015.

Based on Bellevue Asset Management (Switzerland)'s 13F filing for Q4 2015, filed 12 Feb 2016.