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Independent Portfolio Consultants’s Edwards Lifesciences EW Stock Holding History

Independent Portfolio Consultants’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
2014
Q4 		– Sell
-870
Closed -$15K – 812
2014
Q3 		$15K Sell
870
-1,140
-57% -$18K ﹤0.01% 718
2014
Q2 		$29K Buy
+2,010
New +$27.2K 0.01% 726

Other funds holding EW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Independent Portfolio Consultants's EW Position: Q4 2014 in Review

Independent Portfolio Consultants sold out of Edwards Lifesciences (EW) in Q4 2014, closing a stake of 870 shares — an estimated $15K sold.

Independent Portfolio Consultants first reported a position in EW in Q2 2014 and held it in 2 quarters. The position peaked at $29K in Q2 2014. 556 funds tracked by Wall St. Rank hold EW as of Q4 2014.

  • Independent Portfolio Consultants reported no remaining Edwards Lifesciences position as of Q4 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 870 Edwards Lifesciences shares in Q4 2014, an estimated $15K.
  • Independent Portfolio Consultants first reported a position in Edwards Lifesciences in Q2 2014 and held it in 2 quarters.
  • Independent Portfolio Consultants's Edwards Lifesciences position peaked at $29K in Q2 2014.
  • 556 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2014.

Based on Independent Portfolio Consultants's 13F filing for Q4 2014, filed 17 Feb 2015.