EWM
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Executive Wealth Management’s Edwards Lifesciences EW Stock Holding History

Executive Wealth 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
2019
Q3 		– Sell
-468
Closed -$29K – 341
2019
Q2 		$29K Hold
468
– – ﹤0.01% 401
2019
Q1 		$30K Sell
468
-18
-4% -$1.03K 0.01% 356
2018
Q4 		$25K Buy
+486
New +$24.6K ﹤0.01% 392

Other funds holding EW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Executive Wealth Management's EW Position: Q3 2019 in Review

Executive Wealth Management sold out of Edwards Lifesciences (EW) in Q3 2019, closing a stake of 468 shares — an estimated $29K sold.

Executive Wealth Management first reported a position in EW in Q4 2018 and held it in 3 quarters. The position peaked at $30K in Q1 2019. 964 funds tracked by Wall St. Rank hold EW as of Q3 2019.

  • Executive Wealth Management reported no remaining Edwards Lifesciences position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 468 Edwards Lifesciences shares in Q3 2019, an estimated $29K.
  • Executive Wealth Management first reported a position in Edwards Lifesciences in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Edwards Lifesciences position peaked at $30K in Q1 2019.
  • 964 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.