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Intellectus Partners’s Edwards Lifesciences EW Stock Holding History

Intellectus Partners’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
2018
Q4 		– Sell
-372
Closed -$22K – 335
2018
Q3 		$22K Hold
372
– – 0.01% 423
2018
Q2 		$18K Hold
372
– – 0.01% 436
2018
Q1 		$17K Hold
372
– – 0.01% 432
2017
Q4 		$14K Hold
372
– – 0.01% 451
2017
Q3 		$14K Hold
372
– – 0.01% 582
2017
Q2 		$15K Hold
372
– – 0.01% 548
2017
Q1 		$12K Hold
372
– – 0.01% 515
2016
Q4 		$12K Buy
+372
New +$12.1K 0.01% 503

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Wellington Management Group
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Bank of New York Mellon
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AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
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Intellectus Partners's EW Position: Q4 2018 in Review

Intellectus Partners sold out of Edwards Lifesciences (EW) in Q4 2018, closing a stake of 372 shares — an estimated $22K sold.

Intellectus Partners first reported a position in EW in Q4 2016 and held it in 8 quarters. The position peaked at $22K in Q3 2018. 875 funds tracked by Wall St. Rank hold EW as of Q4 2018.

  • Intellectus Partners reported no remaining Edwards Lifesciences position as of Q4 2018 after selling out during the quarter.
  • Intellectus Partners sold 372 Edwards Lifesciences shares in Q4 2018, an estimated $22K.
  • Intellectus Partners first reported a position in Edwards Lifesciences in Q4 2016 and held it in 8 quarters.
  • Intellectus Partners's Edwards Lifesciences position peaked at $22K in Q3 2018.
  • 875 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2018.

Based on Intellectus Partners's 13F filing for Q4 2018, filed 14 Feb 2019.