JWM
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Jacobus Wealth Management’s Edwards Lifesciences EW Stock Holding History

Jacobus Wealth Management’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
-6,000
Closed -$102K – 303
2014
Q3 		$102K Buy
+6,000
New +$94.7K 0.03% 302

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Jacobus Wealth Management's EW Position: Q4 2014 in Review

Jacobus Wealth Management sold out of Edwards Lifesciences (EW) in Q4 2014, closing a stake of 6,000 shares — an estimated $102K sold.

Jacobus Wealth Management first reported a position in EW in Q3 2014 and held it in 1 quarter. The position peaked at $102K in Q3 2014. 556 funds tracked by Wall St. Rank hold EW as of Q4 2014.

  • Jacobus Wealth Management reported no remaining Edwards Lifesciences position as of Q4 2014 after selling out during the quarter.
  • Jacobus Wealth Management sold 6,000 Edwards Lifesciences shares in Q4 2014, an estimated $102K.
  • Jacobus Wealth Management first reported a position in Edwards Lifesciences in Q3 2014 and held it in 1 quarter.
  • Jacobus Wealth Management's Edwards Lifesciences position peaked at $102K in Q3 2014.
  • 556 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2014.

Based on Jacobus Wealth Management's 13F filing for Q4 2014, filed 6 Feb 2015.