Gary Goldberg Planning Services’s Edwards Lifesciences EW Stock Holding History

Gary Goldberg Planning 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
2014 Q4	$4K	Buy	+192	New	+$3.86K	﹤0.01%	405

Other funds holding EW

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gary Goldberg Planning Services's EW Position: Q4 2014 in Review

Gary Goldberg Planning Services opened a new position in Edwards Lifesciences (EW) in Q4 2014: 192 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #405 among its holdings.

556 funds tracked by Wall St. Rank hold EW as of Q4 2014.

Gary Goldberg Planning Services held 192 shares of Edwards Lifesciences worth $4K as of Q4 2014.
Edwards Lifesciences was a new Gary Goldberg Planning Services position in Q4 2014.
Edwards Lifesciences made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #405 holding.
556 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.