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Calton & Associates’s Edwards Lifesciences EW Stock Holding History

Calton & 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
2019
Q2 		– Sell
-8,133
Closed -$519K – 287
2019
Q1 		$519K Buy
+8,133
New +$464K 0.16% 124
2018
Q4 		– Sell
-5,556
Closed -$323K – 247
2018
Q3 		$323K Buy
5,556
+327
+6% +$16K 0.1% 185
2018
Q2 		$244K Buy
5,229
+774
+17% +$36.1K 0.07% 231
2018
Q1 		$207K Buy
+4,455
New +$193K 0.06% 319

Other funds holding EW

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Calton & Associates's EW Position: Q2 2019 in Review

Calton & Associates sold out of Edwards Lifesciences (EW) in Q2 2019, closing a stake of 8,133 shares — an estimated $519K sold.

Calton & Associates first reported a position in EW in Q1 2018 and held it in 4 quarters. The position peaked at $519K in Q1 2019. 921 funds tracked by Wall St. Rank hold EW as of Q2 2019.

  • Calton & Associates reported no remaining Edwards Lifesciences position as of Q2 2019 after selling out during the quarter.
  • Calton & Associates sold 8,133 Edwards Lifesciences shares in Q2 2019, an estimated $519K.
  • Calton & Associates first reported a position in Edwards Lifesciences in Q1 2018 and held it in 4 quarters.
  • Calton & Associates's Edwards Lifesciences position peaked at $519K in Q1 2019.
  • 921 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2019.

Based on Calton & Associates's 13F filing for Q2 2019, filed 9 Jul 2019.