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Kanaly Trust’s Edwards Lifesciences EW Stock Holding History

Kanaly Trust’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
Q3 		– Sell
-5,760
Closed -$82K – 819
2014
Q2 		$82K Hold
5,760
– – 0.01% 254
2014
Q1 		$71K Hold
5,760
– – 0.01% 272
2013
Q4 		$63K Buy
+5,760
New +$64.9K 0.01% 282

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BIT
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Kanaly Trust's EW Position: Q3 2014 in Review

Kanaly Trust sold out of Edwards Lifesciences (EW) in Q3 2014, closing a stake of 5,760 shares — an estimated $82K sold.

Kanaly Trust first reported a position in EW in Q4 2013 and held it in 3 quarters. The position peaked at $82K in Q2 2014. 497 funds tracked by Wall St. Rank hold EW as of Q3 2014.

  • Kanaly Trust reported no remaining Edwards Lifesciences position as of Q3 2014 after selling out during the quarter.
  • Kanaly Trust sold 5,760 Edwards Lifesciences shares in Q3 2014, an estimated $82K.
  • Kanaly Trust first reported a position in Edwards Lifesciences in Q4 2013 and held it in 3 quarters.
  • Kanaly Trust's Edwards Lifesciences position peaked at $82K in Q2 2014.
  • 497 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2014.

Based on Kanaly Trust's 13F filing for Q3 2014, filed 29 Oct 2014.