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Clear Perspective Advisors’s Edwards Lifesciences EW Stock Holding History

Clear Perspective 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
-438
Closed -$10K – 233
2018
Q2 		$10K Buy
438
+234
+115% +$10.9K 0.01% 365
2018
Q1 		$9K Hold
204
– – 0.01% 356
2017
Q4 		$8K Hold
204
– – 0.01% 355
2017
Q3 		$7K Buy
+204
New +$7.78K 0.01% 363

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Clear Perspective Advisors's EW Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Edwards Lifesciences (EW) in Q3 2018, closing a stake of 438 shares — an estimated $10K sold.

Clear Perspective Advisors first reported a position in EW in Q3 2017 and held it in 4 quarters. The position peaked at $10K in Q2 2018. 852 funds tracked by Wall St. Rank hold EW as of Q3 2018.

  • Clear Perspective Advisors reported no remaining Edwards Lifesciences position as of Q3 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 438 Edwards Lifesciences shares in Q3 2018, an estimated $10K.
  • Clear Perspective Advisors first reported a position in Edwards Lifesciences in Q3 2017 and held it in 4 quarters.
  • Clear Perspective Advisors's Edwards Lifesciences position peaked at $10K in Q2 2018.
  • 852 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.