Independence Trust’s Edwards Lifesciences EW Stock Holding History

Independence Trust’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
2017 Q3	–	Sell	-5,214	Closed	-$205K	–	75
2017 Q2	$205K	Buy	+5,214	New	+$190K	0.24%	75

Other funds holding EW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Independence Trust's EW Position: Q3 2017 in Review

Independence Trust sold out of Edwards Lifesciences (EW) in Q3 2017, closing a stake of 5,214 shares — an estimated $205K sold.

Independence Trust first reported a position in EW in Q2 2017 and held it in 1 quarter. The position peaked at $205K in Q2 2017. 740 funds tracked by Wall St. Rank hold EW as of Q3 2017.

Independence Trust reported no remaining Edwards Lifesciences position as of Q3 2017 after selling out during the quarter.
Independence Trust sold 5,214 Edwards Lifesciences shares in Q3 2017, an estimated $205K.
Independence Trust first reported a position in Edwards Lifesciences in Q2 2017 and held it in 1 quarter.
Independence Trust's Edwards Lifesciences position peaked at $205K in Q2 2017.
740 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2017.

Based on Independence Trust's 13F filing for Q3 2017, filed 26 Oct 2017.