Boston Private Bank & Trust’s Edwards Lifesciences EW Stock Holding History

Boston Private Bank & Trust’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 Q1	$37K	Sell	1,560 -114	-7%	-$2.56K	﹤0.01%	616
2014 Q4	$36K	Sell	1,674 -276	-14%	-$5.54K	﹤0.01%	637
2014 Q3	$33K	Buy	1,950 +990	+103%	+$15.6K	﹤0.01%	667
2014 Q2	$14K	Sell	960 -12	-1%	-$163	﹤0.01%	782
2014 Q1	$12K	Hold	972	–	–	﹤0.01%	824
2013 Q4	$11K	Sell	972 -8,400	-90%	-$94.7K	﹤0.01%	829
2013 Q3	$109K	Sell	9,372 -1,440	-13%	-$16.8K	0.01%	458
2013 Q2	$121K	Buy	+10,812	New	+$128K	0.01%	434

Other funds holding EW

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BIT

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BFA

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Boston Private Bank & Trust's EW Position: Q1 2015 in Review

Boston Private Bank & Trust reduced its Edwards Lifesciences (EW) stake by 6.8% in Q1 2015, selling an estimated $2.56K and leaving 1,560 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Boston Private Bank & Trust first reported a position in EW in Q2 2013 and has held it in 8 quarters since. The position peaked at $121K in Q2 2013. 576 funds tracked by Wall St. Rank hold EW as of Q1 2015.

Boston Private Bank & Trust held 1,560 shares of Edwards Lifesciences worth $37K as of Q1 2015.
Boston Private Bank & Trust sold 114 Edwards Lifesciences shares in Q1 2015, an estimated $2.56K.
Edwards Lifesciences made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #616 holding.
Boston Private Bank & Trust first reported a position in Edwards Lifesciences in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's Edwards Lifesciences position peaked at $121K in Q2 2013.
576 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.