Braun Stacey Associates’s Edwards Lifesciences EW Stock Holding History

Braun Stacey Associates’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
2018 Q4	–	Sell	-152,922	Closed	-$8.87M	–	123
2018 Q3	$8.87M	Buy	152,922 +16,308	+12%	+$798K	0.57%	86
2018 Q2	$6.63M	Buy	+136,614	New	+$6.38M	0.45%	92
2018 Q1	–	Sell	-129,288	Closed	-$4.86M	–	130
2017 Q4	$4.86M	Sell	129,288 -11,142	-8%	-$409K	0.33%	99
2017 Q3	$5.12M	Buy	140,430 +2,580	+2%	+$98.4K	0.35%	95
2017 Q2	$5.43M	Sell	137,850 -4,710	-3%	-$172K	0.35%	97
2017 Q1	$4.47M	Sell	142,560 -348,207	-71%	-$10.9M	0.28%	102
2016 Q4	$15.3M	Sell	490,767 -58,356	-11%	-$1.89M	1.01%	38
2016 Q3	$22.1M	Buy	549,123 +28,647	+6%	+$1.08M	1.4%	6
2016 Q2	$17.3M	Buy	520,476 +212,601	+69%	+$7.27M	1.12%	30
2016 Q1	$9.05M	Buy	+307,875	New	+$8.49M	0.59%	89

Other funds holding EW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Braun Stacey Associates's EW Position: Q4 2018 in Review

Braun Stacey Associates sold out of Edwards Lifesciences (EW) in Q4 2018, closing a stake of 152,922 shares — an estimated $8.87M sold.

Braun Stacey Associates first reported a position in EW in Q1 2016 and held it in 10 quarters. The position peaked at $22.1M in Q3 2016. 874 funds tracked by Wall St. Rank hold EW as of Q4 2018.

Braun Stacey Associates reported no remaining Edwards Lifesciences position as of Q4 2018 after selling out during the quarter.
Braun Stacey Associates sold 152,922 Edwards Lifesciences shares in Q4 2018, an estimated $8.87M.
Braun Stacey Associates first reported a position in Edwards Lifesciences in Q1 2016 and held it in 10 quarters.
Braun Stacey Associates's Edwards Lifesciences position peaked at $22.1M in Q3 2016.
874 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2018.

Based on Braun Stacey Associates's 13F filing for Q4 2018, filed 28 Jan 2019.