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Holistic Financial Partners’s Edwards Lifesciences EW Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-1,599
Closed -$74K – 143
2018
Q1 		$74K Sell
1,599
-321
-17% -$13.9K 0.06% 143
2017
Q4 		$72K Buy
+1,920
New +$70.5K 0.06% 148

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Holistic Financial Partners's EW Position: Q2 2018 in Review

Holistic Financial Partners sold out of Edwards Lifesciences (EW) in Q2 2018, closing a stake of 1,599 shares — an estimated $74K sold.

Holistic Financial Partners first reported a position in EW in Q4 2017 and held it in 2 quarters. The position peaked at $74K in Q1 2018. 838 funds tracked by Wall St. Rank hold EW as of Q2 2018.

  • Holistic Financial Partners reported no remaining Edwards Lifesciences position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 1,599 Edwards Lifesciences shares in Q2 2018, an estimated $74K.
  • Holistic Financial Partners first reported a position in Edwards Lifesciences in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Edwards Lifesciences position peaked at $74K in Q1 2018.
  • 838 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.