CIC
EW icon

Chase Investment Counsel’s Edwards Lifesciences EW Stock Holding History

Chase Investment Counsel’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
2016
Q4 		– Sell
-107,541
Closed -$4.32M – 102
2016
Q3 		$4.32M Sell
107,541
-4,395
-4% -$166K 1.91% 23
2016
Q2 		$3.72M Buy
111,936
+285
+0.3% +$9.75K 1.65% 32
2016
Q1 		$3.28M Buy
+111,651
New +$3.08M 1.43% 33

Other funds holding EW

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Chase Investment Counsel's EW Position: Q4 2016 in Review

Chase Investment Counsel sold out of Edwards Lifesciences (EW) in Q4 2016, closing a stake of 107,541 shares — an estimated $4.32M sold.

Chase Investment Counsel first reported a position in EW in Q1 2016 and held it in 3 quarters. The position peaked at $4.32M in Q3 2016. 687 funds tracked by Wall St. Rank hold EW as of Q4 2016.

  • Chase Investment Counsel reported no remaining Edwards Lifesciences position as of Q4 2016 after selling out during the quarter.
  • Chase Investment Counsel sold 107,541 Edwards Lifesciences shares in Q4 2016, an estimated $4.32M.
  • Chase Investment Counsel first reported a position in Edwards Lifesciences in Q1 2016 and held it in 3 quarters.
  • Chase Investment Counsel's Edwards Lifesciences position peaked at $4.32M in Q3 2016.
  • 687 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2016.

Based on Chase Investment Counsel's 13F filing for Q4 2016, filed 7 Feb 2017.