First Allied Advisory Services’s Edwards Lifesciences EW Stock Holding History

First Allied Advisory Services’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
2020 Q3	$1.62M	Buy	+20,305	New	+$1.58M	0.05%	342
2020 Q2	–	Sell	-12,012	Closed	-$755K	–	1126
2020 Q1	$755K	Buy	12,012 +1,632	+16%	+$118K	0.03%	472
2019 Q4	$801K	Buy	10,380 +1,584	+18%	+$124K	0.03%	557
2019 Q3	$641K	Sell	8,796 -3,645	-29%	-$256K	0.02%	606
2019 Q2	$766K	Buy	12,441 +6,360	+105%	+$385K	0.03%	534
2019 Q1	$386K	Sell	6,081 -69	-1%	-$3.94K	0.01%	759
2018 Q4	$314K	Sell	6,150 -192	-3%	-$9.71K	0.01%	761
2018 Q3	$365K	Buy	+6,342	New	+$310K	0.01%	826
2018 Q2	–	Sell	-4,503	Closed	-$209K	–	1175
2018 Q1	$209K	Buy	+4,503	New	+$196K	0.01%	1022
2017 Q4	–	Sell	-14,253	Closed	-$519K	–	1542
2017 Q3	$519K	Sell	14,253 -5,868	-29%	-$224K	0.02%	603
2017 Q2	$798K	Sell	20,121 -1,353	-6%	-$49.4K	0.04%	482
2017 Q1	$675K	Buy	21,474 +1,068	+5%	+$33.4K	0.03%	489
2016 Q4	$637K	Buy	20,406 +13,593	+200%	+$440K	0.03%	511
2016 Q3	$274K	Buy	+6,813	New	+$257K	0.01%	786
2016 Q1	–	Sell	-17,937	Closed	-$472K	–	1041
2015 Q4	$472K	Sell	17,937 -25,119	-58%	-$652K	0.02%	600
2015 Q3	$1.03M	Buy	43,056 +15,102	+54%	+$365K	0.06%	340
2015 Q2	$672K	Sell	27,954 -432	-2%	-$9.75K	0.03%	511
2015 Q1	$681K	Sell	28,386 -4,260	-13%	-$95.6K	0.05%	466
2014 Q4	$694K	Buy	32,646 +5,616	+21%	+$113K	0.05%	426
2014 Q3	$459K	Buy	+27,030	New	+$427K	0.04%	535
2014 Q2	–	Sell	-23,562	Closed	-$291K	–	1033
2014 Q1	$291K	Buy	23,562 +942	+4%	+$10.9K	0.02%	735
2013 Q4	$246K	Buy	+22,620	New	+$255K	0.02%	751

Other funds holding EW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Allied Advisory Services's EW Position: Q3 2020 in Review

First Allied Advisory Services opened a new position in Edwards Lifesciences (EW) in Q3 2020: 20,305 shares worth $1.62M. The stake represents 0.05% of the portfolio and ranks #342 among its holdings. This is a return to the name: First Allied Advisory Services previously reported a position in EW as recently as Q1 2020.

First Allied Advisory Services first reported a position in EW in Q4 2013 and has held it in 22 quarters since. 1,083 funds tracked by Wall St. Rank hold EW as of Q3 2020.

First Allied Advisory Services held 20,305 shares of Edwards Lifesciences worth $1.62M as of Q3 2020.
Edwards Lifesciences was a new First Allied Advisory Services position in Q3 2020.
Edwards Lifesciences made up 0.05% of First Allied Advisory Services's portfolio in Q3 2020, its #342 holding.
First Allied Advisory Services first reported a position in Edwards Lifesciences in Q4 2013 and has held it in 22 quarters since.
1,083 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.