CCA
EW icon

Cobblestone Capital Advisors’s Edwards Lifesciences EW Stock Holding History

Cobblestone Capital 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
2016
Q4 		– Sell
-7,224
Closed -$290K – 183
2016
Q3 		$290K Sell
7,224
-450
-6% -$16.9K 0.04% 156
2016
Q2 		$255K Sell
7,674
-600
-7% -$20.5K 0.04% 162
2016
Q1 		$243K Hold
8,274
– – 0.04% 159
2015
Q4 		$218K Buy
+8,274
New +$215K 0.03% 175

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 $3.38T AUM 44.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
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 $717B AUM 35.42% 1-Year Est. Return

Cobblestone Capital Advisors's EW Position: Q4 2016 in Review

Cobblestone Capital Advisors sold out of Edwards Lifesciences (EW) in Q4 2016, closing a stake of 7,224 shares — an estimated $290K sold.

Cobblestone Capital Advisors first reported a position in EW in Q4 2015 and held it in 4 quarters. The position peaked at $290K in Q3 2016. 686 funds tracked by Wall St. Rank hold EW as of Q4 2016.

  • Cobblestone Capital Advisors reported no remaining Edwards Lifesciences position as of Q4 2016 after selling out during the quarter.
  • Cobblestone Capital Advisors sold 7,224 Edwards Lifesciences shares in Q4 2016, an estimated $290K.
  • Cobblestone Capital Advisors first reported a position in Edwards Lifesciences in Q4 2015 and held it in 4 quarters.
  • Cobblestone Capital Advisors's Edwards Lifesciences position peaked at $290K in Q3 2016.
  • 686 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2016.

Based on Cobblestone Capital Advisors's 13F filing for Q4 2016, filed 6 Feb 2017.