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Gideon Capital Advisors’s Edwards Lifesciences EW Stock Holding History

Gideon Capital Advisors’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
Q1 		– Sell
-4,758
Closed -$370K – 65
2019
Q4 		$370K Buy
+4,758
New +$372K 0.13% 197
2018
Q3 		– Sell
-10,620
Closed -$515K – 393
2018
Q2 		$515K Buy
10,620
+627
+6% +$29.3K 0.26% 129
2018
Q1 		$465K Buy
+9,993
New +$434K 0.29% 131
2017
Q4 		– Sell
-8,130
Closed -$296K – 326
2017
Q3 		$296K Buy
+8,130
New +$310K 0.29% 143

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Gideon Capital Advisors's EW Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Edwards Lifesciences (EW) in Q1 2020, closing a stake of 4,758 shares — an estimated $370K sold.

Gideon Capital Advisors first reported a position in EW in Q3 2017 and held it in 4 quarters. The position peaked at $515K in Q2 2018. 1,020 funds tracked by Wall St. Rank hold EW as of Q1 2020.

  • Gideon Capital Advisors reported no remaining Edwards Lifesciences position as of Q1 2020 after selling out during the quarter.
  • Gideon Capital Advisors sold 4,758 Edwards Lifesciences shares in Q1 2020, an estimated $370K.
  • Gideon Capital Advisors first reported a position in Edwards Lifesciences in Q3 2017 and held it in 4 quarters.
  • Gideon Capital Advisors's Edwards Lifesciences position peaked at $515K in Q2 2018.
  • 1,020 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.