Integrated Wealth Counsel’s Edwards Lifesciences EW Stock Holding History

Integrated Wealth Counsel’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 Q4	$47K	Buy	+1,500	New	+$48.6K	0.1%	76

Other funds holding EW

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Integrated Wealth Counsel's EW Position: Q4 2016 in Review

Integrated Wealth Counsel opened a new position in Edwards Lifesciences (EW) in Q4 2016: 1,500 shares worth $47K. The stake represents 0.1% of the portfolio and ranks #76 among its holdings.

686 funds tracked by Wall St. Rank hold EW as of Q4 2016.

Integrated Wealth Counsel held 1,500 shares of Edwards Lifesciences worth $47K as of Q4 2016.
Edwards Lifesciences was a new Integrated Wealth Counsel position in Q4 2016.
Edwards Lifesciences made up 0.1% of Integrated Wealth Counsel's portfolio in Q4 2016, its #76 holding.
686 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.