IC
EW icon

IKOS CIF’s Edwards Lifesciences EW Stock Holding History

IKOS CIF’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
Q3 		– Sell
-1,338
Closed -$43K – 161
2016
Q2 		$43K Sell
1,338
-3,330
-71% -$114K 0.15% 92
2016
Q1 		$136K Sell
4,668
-9,432
-67% -$260K 0.33% 93
2015
Q4 		$377K Buy
+14,100
New +$366K 1.15% 19
2015
Q3 		– Sell
-1,200
Closed -$29K – 228
2015
Q2 		$29K Sell
1,200
-11,574
-91% -$261K 0.1% 193
2015
Q1 		$313K Sell
12,774
-3,858
-23% -$86.6K 0.72% 50
2014
Q4 		$363K Buy
+16,632
New +$334K 0.61% 67

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 $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

IKOS CIF's EW Position: Q3 2016 in Review

IKOS CIF sold out of Edwards Lifesciences (EW) in Q3 2016, closing a stake of 1,338 shares — an estimated $43K sold.

IKOS CIF first reported a position in EW in Q4 2014 and held it in 6 quarters. The position peaked at $377K in Q4 2015. 693 funds tracked by Wall St. Rank hold EW as of Q3 2016.

  • IKOS CIF reported no remaining Edwards Lifesciences position as of Q3 2016 after selling out during the quarter.
  • IKOS CIF sold 1,338 Edwards Lifesciences shares in Q3 2016, an estimated $43K.
  • IKOS CIF first reported a position in Edwards Lifesciences in Q4 2014 and held it in 6 quarters.
  • IKOS CIF's Edwards Lifesciences position peaked at $377K in Q4 2015.
  • 693 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2016.

Based on IKOS CIF's 13F filing for Q3 2016, filed 10 Nov 2016.