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Euclid Advisors’s Edwards Lifesciences EW Stock Holding History

Euclid Advisors’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
Q3 		– Sell
-47,148
Closed -$1.57M – 165
2016
Q2 		$1.57M Buy
47,148
+4,890
+12% +$167K 0.07% 299
2016
Q1 		$1.24M Sell
42,258
-15,810
-27% -$436K 0.05% 319
2015
Q4 		$1.53M Buy
+58,068
New +$1.51M 0.05% 298
2015
Q3 		– Sell
-28,302
Closed -$672K – 292
2015
Q2 		$672K Sell
28,302
-206,478
-88% -$4.66M 0.01% 370
2015
Q1 		$5.57M Buy
+234,780
New +$5.27M 0.1% 189
2014
Q4 		– Sell
-326,880
Closed -$5.57M – 415
2014
Q3 		$5.57M Buy
326,880
+21,840
+7% +$345K 0.04% 352
2014
Q2 		$4.36M Sell
305,040
-54,234
-15% -$735K 0.03% 382
2014
Q1 		$4.44M Buy
359,274
+94,620
+36% +$1.09M 0.03% 337
2013
Q4 		$2.9M Sell
264,654
-21,120
-7% -$238K 0.02% 460
2013
Q3 		$3.32M Buy
285,774
+59,424
+26% +$695K 0.03% 384
2013
Q2 		$2.54M Buy
+226,350
New +$2.68M 0.03% 413

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 $3.37T AUM 44.26% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Euclid Advisors's EW Position: Q3 2016 in Review

Euclid Advisors sold out of Edwards Lifesciences (EW) in Q3 2016, closing a stake of 47,148 shares — an estimated $1.57M sold.

Euclid Advisors first reported a position in EW in Q2 2013 and held it in 11 quarters. The position peaked at $5.57M in Q1 2015. 695 funds tracked by Wall St. Rank hold EW as of Q3 2016.

  • Euclid Advisors reported no remaining Edwards Lifesciences position as of Q3 2016 after selling out during the quarter.
  • Euclid Advisors sold 47,148 Edwards Lifesciences shares in Q3 2016, an estimated $1.57M.
  • Euclid Advisors first reported a position in Edwards Lifesciences in Q2 2013 and held it in 11 quarters.
  • Euclid Advisors's Edwards Lifesciences position peaked at $5.57M in Q1 2015.
  • 695 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2016.

Based on Euclid Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.