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Counsel Portfolio Services’s Edwards Lifesciences EW Stock Holding History

Counsel Portfolio Services’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
Q2 		$409K Sell
12,300
-1,800
-13% -$61.6K 0.04% 247
2016
Q1 		$415K Buy
+14,100
New +$389K 0.05% 177

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 $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $408B AUM 30.18% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Counsel Portfolio Services's EW Position: Q2 2016 in Review

Counsel Portfolio Services reduced its Edwards Lifesciences (EW) stake by 13% in Q2 2016, selling an estimated $61.6K and leaving 12,300 shares worth $409K. The position accounts for 0.04% of the portfolio, ranked #247.

Counsel Portfolio Services first reported a position in EW in Q1 2016 and has held it in 2 quarters since. The position peaked at $415K in Q1 2016. 693 funds tracked by Wall St. Rank hold EW as of Q2 2016.

  • Counsel Portfolio Services held 12,300 shares of Edwards Lifesciences worth $409K as of Q2 2016.
  • Counsel Portfolio Services sold 1,800 Edwards Lifesciences shares in Q2 2016, an estimated $61.6K.
  • Edwards Lifesciences made up 0.04% of Counsel Portfolio Services's portfolio in Q2 2016, its #247 holding.
  • Counsel Portfolio Services first reported a position in Edwards Lifesciences in Q1 2016 and has held it in 2 quarters since.
  • Counsel Portfolio Services's Edwards Lifesciences position peaked at $415K in Q1 2016.
  • 693 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2016.

Based on Counsel Portfolio Services's 13F filing for Q2 2016, filed 12 Aug 2016.