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LBA Wealth Management’s Edwards Lifesciences EW Stock Holding History

LBA 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
2017
Q1 		$38K Hold
1,200
– – 0.02% 223
2016
Q4 		$37K Hold
1,200
– – 0.02% 213
2016
Q3 		$48K Hold
1,200
– – 0.03% 207
2016
Q2 		$40K Sell
1,200
-2,460
-67% -$84.2K 0.02% 209
2016
Q1 		$108K Sell
3,660
-3,660
-50% -$101K 0.06% 141
2015
Q4 		$193K Hold
7,320
– – 0.11% 119
2015
Q3 		$173K Buy
+7,320
New +$177K 0.11% 114

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LBA Wealth Management's EW Position: Q1 2017 in Review

LBA Wealth Management held its Edwards Lifesciences (EW) position steady in Q1 2017 at 1,200 shares worth $38K. The position accounts for 0.02% of the portfolio, ranked #223.

LBA Wealth Management first reported a position in EW in Q3 2015 and has held it in 7 quarters since. The position peaked at $193K in Q4 2015. 690 funds tracked by Wall St. Rank hold EW as of Q1 2017.

  • LBA Wealth Management held 1,200 shares of Edwards Lifesciences worth $38K as of Q1 2017.
  • LBA Wealth Management left its Edwards Lifesciences share count unchanged in Q1 2017.
  • Edwards Lifesciences made up 0.02% of LBA Wealth Management's portfolio in Q1 2017, its #223 holding.
  • LBA Wealth Management first reported a position in Edwards Lifesciences in Q3 2015 and has held it in 7 quarters since.
  • LBA Wealth Management's Edwards Lifesciences position peaked at $193K in Q4 2015.
  • 690 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.