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Concert Wealth Management’s Edwards Lifesciences EW Stock Holding History

Concert 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
Q2 		– Sell
-10,965
Closed -$343K – 238
2017
Q1 		$343K Hold
10,965
– – 0.08% 327
2016
Q4 		$343K Sell
10,965
-222
-2% -$7.19K 0.08% 323
2016
Q3 		$447K Sell
11,187
-1,296
-10% -$48.8K 0.05% 399
2016
Q2 		$416K Sell
12,483
-342
-3% -$11.7K 0.06% 381
2016
Q1 		$379K Sell
12,825
-1,029
-7% -$28.4K 0.05% 408
2015
Q4 		$366K Sell
13,854
-66
-0.5% -$1.71K 0.05% 426
2015
Q3 		$328K Buy
13,920
+1,704
+14% +$41.1K 0.04% 458
2015
Q2 		$289K Buy
+12,216
New +$276K 0.04% 509

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 $3.38T AUM 44.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Concert Wealth Management's EW Position: Q2 2017 in Review

Concert Wealth Management sold out of Edwards Lifesciences (EW) in Q2 2017, closing a stake of 10,965 shares — an estimated $343K sold.

Concert Wealth Management first reported a position in EW in Q2 2015 and held it in 8 quarters. The position peaked at $447K in Q3 2016. 721 funds tracked by Wall St. Rank hold EW as of Q2 2017.

  • Concert Wealth Management reported no remaining Edwards Lifesciences position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 10,965 Edwards Lifesciences shares in Q2 2017, an estimated $343K.
  • Concert Wealth Management first reported a position in Edwards Lifesciences in Q2 2015 and held it in 8 quarters.
  • Concert Wealth Management's Edwards Lifesciences position peaked at $447K in Q3 2016.
  • 721 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.