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Clarus Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Clarus Wealth Advisors’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
2018
Q3 		– Sell
-5,976
Closed -$278K – 727
2018
Q2 		$278K Hold
5,976
– – 0.21% 62
2018
Q1 		$278K Buy
+5,976
New +$260K 0.26% 62

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Clarus Wealth Advisors's EW Position: Q3 2018 in Review

Clarus Wealth Advisors sold out of Edwards Lifesciences (EW) in Q3 2018, closing a stake of 5,976 shares — an estimated $278K sold.

Clarus Wealth Advisors first reported a position in EW in Q1 2018 and held it in 2 quarters. The position peaked at $278K in Q2 2018. 852 funds tracked by Wall St. Rank hold EW as of Q3 2018.

  • Clarus Wealth Advisors reported no remaining Edwards Lifesciences position as of Q3 2018 after selling out during the quarter.
  • Clarus Wealth Advisors sold 5,976 Edwards Lifesciences shares in Q3 2018, an estimated $278K.
  • Clarus Wealth Advisors first reported a position in Edwards Lifesciences in Q1 2018 and held it in 2 quarters.
  • Clarus Wealth Advisors's Edwards Lifesciences position peaked at $278K in Q2 2018.
  • 852 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2018.

Based on Clarus Wealth Advisors's 13F filing for Q3 2018, filed 3 Oct 2018.