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Edge Wealth Management’s West Pharmaceutical WST Stock Holding History

Edge Wealth Management’s Portfolio WST Stock Details WST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-180
Closed -$18K – 615
2018
Q4 		$18K Hold
180
– – 0.01% 340
2018
Q3 		$22K Hold
180
– – 0.01% 357
2018
Q2 		$18K Buy
+180
New +$16.6K ﹤0.01% 362

Other funds holding WST

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Edge Wealth Management's WST Position: Q1 2019 in Review

Edge Wealth Management sold out of West Pharmaceutical (WST) in Q1 2019, closing a stake of 180 shares — an estimated $18K sold.

Edge Wealth Management first reported a position in WST in Q2 2018 and held it in 3 quarters. The position peaked at $22K in Q3 2018. 379 funds tracked by Wall St. Rank hold WST as of Q1 2019.

  • Edge Wealth Management reported no remaining West Pharmaceutical position as of Q1 2019 after selling out during the quarter.
  • Edge Wealth Management sold 180 West Pharmaceutical shares in Q1 2019, an estimated $18K.
  • Edge Wealth Management first reported a position in West Pharmaceutical in Q2 2018 and held it in 3 quarters.
  • Edge Wealth Management's West Pharmaceutical position peaked at $22K in Q3 2018.
  • 379 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2019.

Based on Edge Wealth Management's 13F filing for Q1 2019, filed 11 Apr 2019.