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Integrated Wealth Management (Palm Desert)’s Edwards Lifesciences EW Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2015
Q3 		– Sell
-102
Closed -$2K – 1327
2015
Q2 		$2K Buy
+102
New +$2.3K ﹤0.01% 1125

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Integrated Wealth Management (Palm Desert)'s EW Position: Q3 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Edwards Lifesciences (EW) in Q3 2015, closing a stake of 102 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in EW in Q2 2015 and held it in 1 quarter. The position peaked at $2K in Q2 2015. 569 funds tracked by Wall St. Rank hold EW as of Q3 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Edwards Lifesciences position as of Q3 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 102 Edwards Lifesciences shares in Q3 2015, an estimated $2K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Edwards Lifesciences in Q2 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Edwards Lifesciences position peaked at $2K in Q2 2015.
  • 569 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2015, filed 13 Oct 2015.