Catamount Wealth Management’s Edwards Lifesciences EW Stock Holding History

Catamount Wealth 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
2019 Q1	$4.77M	Buy	74,820 +3,300	+5%	+$188K	2.72%	12
2018 Q4	$4.06M	Buy	71,520 +67,620	+1,734%	+$3.42M	2.77%	12
2018 Q3	$226K	Buy	+3,900	New	+$191K	0.11%	44
2017 Q2	–	Sell	-3,000	Closed	-$94K	–	179
2017 Q1	$94K	Buy	3,000 +1,500	+100%	+$47K	0.06%	57
2016 Q4	$47K	Buy	+1,500	New	+$48.6K	0.04%	72

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

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Catamount Wealth Management's EW Position: Q1 2019 in Review

Catamount Wealth Management increased its Edwards Lifesciences (EW) stake by 4.6% in Q1 2019, buying an estimated $188K and bringing the position to 74,820 shares worth $4.77M. The position accounts for 2.72% of the portfolio, ranked #12.

Catamount Wealth Management first reported a position in EW in Q4 2016 and has held it in 5 quarters since. 922 funds tracked by Wall St. Rank hold EW as of Q1 2019.

Catamount Wealth Management held 74,820 shares of Edwards Lifesciences worth $4.77M as of Q1 2019.
Catamount Wealth Management bought 3,300 Edwards Lifesciences shares in Q1 2019, an estimated $188K.
Edwards Lifesciences made up 2.72% of Catamount Wealth Management's portfolio in Q1 2019, its #12 holding.
Catamount Wealth Management first reported a position in Edwards Lifesciences in Q4 2016 and has held it in 5 quarters since.
922 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.