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Bristlecone Advisors’s Edwards Lifesciences EW Stock Holding History

Bristlecone Advisors’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
2020
Q1 		– Sell
-2,736
Closed -$213K – 170
2019
Q4 		$213K Buy
+2,736
New +$214K 0.04% 193
2017
Q4 		– Sell
-825
Closed -$30K – 183
2017
Q3 		$30K Buy
+825
New +$31.5K 0.01% 224

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Bank of New York Mellon
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
AllianceBernstein
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Capital Research Global Investors
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Bristlecone Advisors's EW Position: Q1 2020 in Review

Bristlecone Advisors sold out of Edwards Lifesciences (EW) in Q1 2020, closing a stake of 2,736 shares — an estimated $213K sold.

Bristlecone Advisors first reported a position in EW in Q3 2017 and held it in 2 quarters. The position peaked at $213K in Q4 2019. 1,019 funds tracked by Wall St. Rank hold EW as of Q1 2020.

  • Bristlecone Advisors reported no remaining Edwards Lifesciences position as of Q1 2020 after selling out during the quarter.
  • Bristlecone Advisors sold 2,736 Edwards Lifesciences shares in Q1 2020, an estimated $213K.
  • Bristlecone Advisors first reported a position in Edwards Lifesciences in Q3 2017 and held it in 2 quarters.
  • Bristlecone Advisors's Edwards Lifesciences position peaked at $213K in Q4 2019.
  • 1,019 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2020.

Based on Bristlecone Advisors's 13F filing for Q1 2020, filed 16 Apr 2020.