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Legacy Financial Advisors’s Edwards Lifesciences EW Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-258
Closed -$16K – 368
2019
Q1 		$16K Buy
258
+42
+19% +$2.4K 0.01% 506
2018
Q4 		$11K Hold
216
– – ﹤0.01% 534
2018
Q3 		$12K Hold
216
– – ﹤0.01% 469
2018
Q2 		$11K Buy
+216
New +$10.1K ﹤0.01% 497
2018
Q1 		– Sell
-216
Closed -$8K – 845
2017
Q4 		$8K Buy
+216
New +$7.93K ﹤0.01% 530

Other funds holding EW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
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

Legacy Financial Advisors's EW Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Edwards Lifesciences (EW) in Q2 2019, closing a stake of 258 shares — an estimated $16K sold.

Legacy Financial Advisors first reported a position in EW in Q4 2017 and held it in 5 quarters. The position peaked at $16K in Q1 2019. 921 funds tracked by Wall St. Rank hold EW as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Edwards Lifesciences position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 258 Edwards Lifesciences shares in Q2 2019, an estimated $16K.
  • Legacy Financial Advisors first reported a position in Edwards Lifesciences in Q4 2017 and held it in 5 quarters.
  • Legacy Financial Advisors's Edwards Lifesciences position peaked at $16K in Q1 2019.
  • 921 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.