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Gupta Wealth Management’s Edwards Lifesciences EW Stock Holding History

Gupta 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
2016
Q1 		$4K Buy
123
+3
+3% +$83 ﹤0.01% 989
2015
Q4 		$3K Hold
120
– – ﹤0.01% 1075
2015
Q3 		$3K Hold
120
– – ﹤0.01% 1093
2015
Q2 		$3K Hold
120
– – ﹤0.01% 1081
2015
Q1 		$3K Buy
+120
New +$2.69K ﹤0.01% 953

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Gupta Wealth Management's EW Position: Q1 2016 in Review

Gupta Wealth Management increased its Edwards Lifesciences (EW) stake by 2.5% in Q1 2016, buying an estimated $83 and bringing the position to 123 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #989.

Gupta Wealth Management first reported a position in EW in Q1 2015 and has held it in 5 quarters since. 659 funds tracked by Wall St. Rank hold EW as of Q1 2016.

  • Gupta Wealth Management held 123 shares of Edwards Lifesciences worth $4K as of Q1 2016.
  • Gupta Wealth Management bought 3 Edwards Lifesciences shares in Q1 2016, an estimated $83.
  • Edwards Lifesciences made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #989 holding.
  • Gupta Wealth Management first reported a position in Edwards Lifesciences in Q1 2015 and has held it in 5 quarters since.
  • 659 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.