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Garcia Hamilton & Associates’s Edwards Lifesciences EW Stock Holding History

Garcia Hamilton & Associates’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
2017
Q3 		– Sell
-6,192
Closed -$244K – 56
2017
Q2 		$244K Sell
6,192
-4,401
-42% -$161K 0.34% 71
2017
Q1 		$387K Sell
10,593
-54,621
-84% -$1.71M 0.34% 69
2016
Q4 		$2.04M Buy
65,214
+3,453
+6% +$112K 1.18% 33
2016
Q3 		$2.48M Buy
61,761
+48
+0.1% +$1.81K 1.46% 24
2016
Q2 		$2.05M Buy
61,713
+2,997
+5% +$103K 1.24% 33
2016
Q1 		$1.73M Buy
+58,716
New +$1.62M 1% 40

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Garcia Hamilton & Associates's EW Position: Q3 2017 in Review

Garcia Hamilton & Associates sold out of Edwards Lifesciences (EW) in Q3 2017, closing a stake of 6,192 shares — an estimated $244K sold.

Garcia Hamilton & Associates first reported a position in EW in Q1 2016 and held it in 6 quarters. The position peaked at $2.48M in Q3 2016. 739 funds tracked by Wall St. Rank hold EW as of Q3 2017.

  • Garcia Hamilton & Associates reported no remaining Edwards Lifesciences position as of Q3 2017 after selling out during the quarter.
  • Garcia Hamilton & Associates sold 6,192 Edwards Lifesciences shares in Q3 2017, an estimated $244K.
  • Garcia Hamilton & Associates first reported a position in Edwards Lifesciences in Q1 2016 and held it in 6 quarters.
  • Garcia Hamilton & Associates's Edwards Lifesciences position peaked at $2.48M in Q3 2016.
  • 739 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2017.

Based on Garcia Hamilton & Associates's 13F filing for Q3 2017, filed 14 Nov 2017.