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EverPoint Asset Management’s Edwards Lifesciences EW Stock Holding History

EverPoint Asset 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
2016
Q3 		– Sell
-150,000
Closed -$4.99M – 436
2016
Q2 		$4.99M Buy
+150,000
New +$5.13M 0.1% 227
2016
Q1 		– Sell
-300,000
Closed -$7.9M – 447
2015
Q4 		$7.9M Hold
300,000
– – 0.17% 171
2015
Q3 		$7.11M Buy
+300,000
New +$7.24M 0.18% 167

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

EverPoint Asset Management's EW Position: Q4 2016 in Review

EverPoint Asset Management increased its Edwards Lifesciences (EW) stake by 35% in Q4 2016, buying an estimated $4.3M and bringing the position to 507,738 shares worth $15.9M. The position accounts for 0.29% of the portfolio, ranked #94.

EverPoint Asset Management first reported a position in EW in Q2 2014 and has held it in 10 quarters since. 687 funds tracked by Wall St. Rank hold EW as of Q4 2016.

  • EverPoint Asset Management held 507,738 shares of Edwards Lifesciences worth $15.9M as of Q4 2016.
  • EverPoint Asset Management bought 132,738 Edwards Lifesciences shares in Q4 2016, an estimated $4.3M.
  • Edwards Lifesciences made up 0.29% of EverPoint Asset Management's portfolio in Q4 2016, its #94 holding.
  • EverPoint Asset Management first reported a position in Edwards Lifesciences in Q2 2014 and has held it in 10 quarters since.
  • 687 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2016.

Based on EverPoint Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.