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Capital Management’s Edwards Lifesciences EW Stock Holding History

Capital Management’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
2014
Q3 		– Sell
-265,950
Closed -$3.81M – 78
2014
Q2 		$3.81M Sell
265,950
-73,440
-22% -$996K 1.23% 33
2014
Q1 		$4.2M Buy
339,390
+32,430
+11% +$374K 1.43% 30
2013
Q4 		$3.36M Buy
+306,960
New +$3.46M 1.17% 33

Other funds holding EW

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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

Capital Management's EW Position: Q3 2014 in Review

Capital Management sold out of Edwards Lifesciences (EW) in Q3 2014, closing a stake of 265,950 shares — an estimated $3.81M sold.

Capital Management first reported a position in EW in Q4 2013 and held it in 3 quarters. The position peaked at $4.2M in Q1 2014. 497 funds tracked by Wall St. Rank hold EW as of Q3 2014.

  • Capital Management reported no remaining Edwards Lifesciences position as of Q3 2014 after selling out during the quarter.
  • Capital Management sold 265,950 Edwards Lifesciences shares in Q3 2014, an estimated $3.81M.
  • Capital Management first reported a position in Edwards Lifesciences in Q4 2013 and held it in 3 quarters.
  • Capital Management's Edwards Lifesciences position peaked at $4.2M in Q1 2014.
  • 497 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2014.

Based on Capital Management's 13F filing for Q3 2014, filed 6 Nov 2014.