KJWM
EW icon

Kiley Juergens Wealth Management’s Edwards Lifesciences EW Stock Holding History

Kiley Juergens 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
2018
Q4 		– Sell
-75
Closed -$4K – 229
2018
Q3 		$4K Buy
+75
New +$3.67K ﹤0.01% 539

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kiley Juergens Wealth Management's EW Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Edwards Lifesciences (EW) in Q4 2018, closing a stake of 75 shares — an estimated $4K sold.

Kiley Juergens Wealth Management first reported a position in EW in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 874 funds tracked by Wall St. Rank hold EW as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Edwards Lifesciences position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 75 Edwards Lifesciences shares in Q4 2018, an estimated $4K.
  • Kiley Juergens Wealth Management first reported a position in Edwards Lifesciences in Q3 2018 and held it in 1 quarter.
  • Kiley Juergens Wealth Management's Edwards Lifesciences position peaked at $4K in Q3 2018.
  • 874 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.