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Cavalier Investments’s Edwards Lifesciences EW Stock Holding History

Cavalier Investments’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
2017
Q1 		– Sell
-17,100
Closed -$534K – 154
2016
Q4 		$534K Buy
+17,100
New +$554K 0.34% 54
2016
Q1 		– Sell
-47,400
Closed -$1.25M – 109
2015
Q4 		$1.25M Buy
+47,400
New +$1.23M 0.74% 25

Other funds holding EW

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cavalier Investments's EW Position: Q1 2017 in Review

Cavalier Investments sold out of Edwards Lifesciences (EW) in Q1 2017, closing a stake of 17,100 shares — an estimated $534K sold.

Cavalier Investments first reported a position in EW in Q4 2015 and held it in 2 quarters. The position peaked at $1.25M in Q4 2015. 691 funds tracked by Wall St. Rank hold EW as of Q1 2017.

  • Cavalier Investments reported no remaining Edwards Lifesciences position as of Q1 2017 after selling out during the quarter.
  • Cavalier Investments sold 17,100 Edwards Lifesciences shares in Q1 2017, an estimated $534K.
  • Cavalier Investments first reported a position in Edwards Lifesciences in Q4 2015 and held it in 2 quarters.
  • Cavalier Investments's Edwards Lifesciences position peaked at $1.25M in Q4 2015.
  • 691 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2017.

Based on Cavalier Investments's 13F filing for Q1 2017, filed 15 May 2017.