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CMH Wealth Management’s Edwards Lifesciences EW Stock Holding History

CMH 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
2017
Q4 		– Sell
-44,460
Closed -$1.63M – 56
2017
Q3 		$1.63M Sell
44,460
-270
-0.6% -$10.3K 1.21% 31
2017
Q2 		$1.76M Buy
+44,730
New +$1.63M 1.4% 30

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State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

CMH Wealth Management's EW Position: Q4 2017 in Review

CMH Wealth Management sold out of Edwards Lifesciences (EW) in Q4 2017, closing a stake of 44,460 shares — an estimated $1.63M sold.

CMH Wealth Management first reported a position in EW in Q2 2017 and held it in 2 quarters. The position peaked at $1.76M in Q2 2017. 772 funds tracked by Wall St. Rank hold EW as of Q4 2017.

  • CMH Wealth Management reported no remaining Edwards Lifesciences position as of Q4 2017 after selling out during the quarter.
  • CMH Wealth Management sold 44,460 Edwards Lifesciences shares in Q4 2017, an estimated $1.63M.
  • CMH Wealth Management first reported a position in Edwards Lifesciences in Q2 2017 and held it in 2 quarters.
  • CMH Wealth Management's Edwards Lifesciences position peaked at $1.76M in Q2 2017.
  • 772 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2017.

Based on CMH Wealth Management's 13F filing for Q4 2017, filed 12 Jan 2018.