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Constellation Investments’s Edwards Lifesciences EW Stock Holding History

Constellation Investments’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
Q1 		$423K Buy
14,400
+300
+2% +$8.28K 0.08% 269
2015
Q4 		$371K Buy
14,100
+300
+2% +$7.79K 0.07% 292
2015
Q3 		$327K Hold
13,800
– – 0.07% 305
2015
Q2 		$328K Hold
13,800
– – 0.06% 324
2015
Q1 		$328K Buy
13,800
+600
+5% +$13.5K 0.06% 321
2014
Q4 		$280K Buy
13,200
+600
+5% +$12.1K 0.06% 345
2014
Q3 		$215K Buy
+12,600
New +$199K 0.05% 377

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Constellation Investments's EW Position: Q1 2016 in Review

Constellation Investments increased its Edwards Lifesciences (EW) stake by 2.1% in Q1 2016, buying an estimated $8.28K and bringing the position to 14,400 shares worth $423K. The position accounts for 0.08% of the portfolio, ranked #269.

Constellation Investments first reported a position in EW in Q3 2014 and has held it in 7 quarters since. 659 funds tracked by Wall St. Rank hold EW as of Q1 2016.

  • Constellation Investments held 14,400 shares of Edwards Lifesciences worth $423K as of Q1 2016.
  • Constellation Investments bought 300 Edwards Lifesciences shares in Q1 2016, an estimated $8.28K.
  • Edwards Lifesciences made up 0.08% of Constellation Investments's portfolio in Q1 2016, its #269 holding.
  • Constellation Investments first reported a position in Edwards Lifesciences in Q3 2014 and has held it in 7 quarters since.
  • 659 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2016.

Based on Constellation Investments's 13F filing for Q1 2016, filed 28 Apr 2016.