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KMS Financial Services’s Edwards Lifesciences EW Stock Holding History

KMS Financial Services’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 		$280K Hold
16,458
– – 0.04% 388
2014
Q2 		$235K Hold
16,458
– – 0.03% 449
2014
Q1 		$203K Buy
+16,458
New +$190K 0.03% 475

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GIM
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BIT
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KMS Financial Services's EW Position: Q3 2014 in Review

KMS Financial Services held its Edwards Lifesciences (EW) position steady in Q3 2014 at 16,458 shares worth $280K. The position accounts for 0.04% of the portfolio, ranked #388.

KMS Financial Services first reported a position in EW in Q1 2014 and has held it in 3 quarters since. 496 funds tracked by Wall St. Rank hold EW as of Q3 2014.

  • KMS Financial Services held 16,458 shares of Edwards Lifesciences worth $280K as of Q3 2014.
  • KMS Financial Services left its Edwards Lifesciences share count unchanged in Q3 2014.
  • Edwards Lifesciences made up 0.04% of KMS Financial Services's portfolio in Q3 2014, its #388 holding.
  • KMS Financial Services first reported a position in Edwards Lifesciences in Q1 2014 and has held it in 3 quarters since.
  • 496 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.