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Eagle Ridge Investment Management’s Edwards Lifesciences EW Stock Holding History

Eagle Ridge Investment 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
Q1 		– Sell
-38,385
Closed -$1.2M – 141
2016
Q4 		$1.2M Hold
38,385
– – 0.25% 74
2016
Q3 		$1.54M Sell
38,385
-247,479
-87% -$9.32M 0.34% 69
2016
Q2 		$9.5M Sell
285,864
-3,870
-1% -$132K 2.18% 9
2016
Q1 		$8.52M Sell
289,734
-2,280
-0.8% -$62.9K 1.99% 8
2015
Q4 		$7.69M Buy
292,014
+3,180
+1% +$82.6K 1.84% 9
2015
Q3 		$6.84M Buy
+288,834
New +$6.97M 1.76% 13

Other funds holding EW

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Eagle Ridge Investment Management's EW Position: Q1 2017 in Review

Eagle Ridge Investment Management sold out of Edwards Lifesciences (EW) in Q1 2017, closing a stake of 38,385 shares — an estimated $1.2M sold.

Eagle Ridge Investment Management first reported a position in EW in Q3 2015 and held it in 6 quarters. The position peaked at $9.5M in Q2 2016. 690 funds tracked by Wall St. Rank hold EW as of Q1 2017.

  • Eagle Ridge Investment Management reported no remaining Edwards Lifesciences position as of Q1 2017 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 38,385 Edwards Lifesciences shares in Q1 2017, an estimated $1.2M.
  • Eagle Ridge Investment Management first reported a position in Edwards Lifesciences in Q3 2015 and held it in 6 quarters.
  • Eagle Ridge Investment Management's Edwards Lifesciences position peaked at $9.5M in Q2 2016.
  • 690 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2017.

Based on Eagle Ridge Investment Management's 13F filing for Q1 2017, filed 2 May 2017.