EHWM
STJ

Eads & Heald Wealth Management’s St Jude Medical STJ Stock Holding History

Eads & Heald Wealth Management’s Portfolio STJ Stock Details STJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-8,763
Closed -$703K – 134
2016
Q4 		$703K Sell
8,763
-160
-2% -$12.7K 0.48% 86
2016
Q3 		$712K Hold
8,923
– – 0.49% 86
2016
Q2 		$696K Sell
8,923
-510
-5% -$36.4K 0.48% 88
2016
Q1 		$519K Sell
9,433
-340
-3% -$18.5K 0.36% 104
2015
Q4 		$604K Sell
9,773
-198
-2% -$12.5K 0.42% 96
2015
Q3 		$629K Sell
9,971
-450
-4% -$32.1K 0.45% 91
2015
Q2 		$761K Sell
10,421
-210
-2% -$15.2K 0.5% 86
2015
Q1 		$695K Sell
10,631
-815
-7% -$54.2K 0.45% 93
2014
Q4 		$744K Buy
11,446
+560
+5% +$36.1K 0.47% 87
2014
Q3 		$655K Buy
10,886
+156
+1% +$10.2K 0.44% 91
2014
Q2 		$743K Sell
10,730
-735
-6% -$47.6K 0.49% 85
2014
Q1 		$750K Sell
11,465
-690
-6% -$44.9K 0.49% 84
2013
Q4 		$753K Sell
12,155
-1,045
-8% -$60.5K 0.5% 84
2013
Q3 		$708K Sell
13,200
-2,710
-17% -$140K 0.51% 84
2013
Q2 		$726K Buy
+15,910
New +$689K 0.51% 80

Other funds holding STJ

FPF
FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

Eads & Heald Wealth Management's STJ Position: Q1 2017 in Review

Eads & Heald Wealth Management sold out of St Jude Medical (STJ) in Q1 2017, closing a stake of 8,763 shares — an estimated $703K sold.

Eads & Heald Wealth Management first reported a position in STJ in Q2 2013 and held it in 15 quarters. The position peaked at $761K in Q2 2015. 4 funds tracked by Wall St. Rank hold STJ as of Q1 2017.

  • Eads & Heald Wealth Management reported no remaining St Jude Medical position as of Q1 2017 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 8,763 St Jude Medical shares in Q1 2017, an estimated $703K.
  • Eads & Heald Wealth Management first reported a position in St Jude Medical in Q2 2013 and held it in 15 quarters.
  • Eads & Heald Wealth Management's St Jude Medical position peaked at $761K in Q2 2015.
  • 4 funds tracked by Wall St. Rank held St Jude Medical as of Q1 2017.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2017, filed 1 May 2017.