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Lucus Advisors’s Edwards Lifesciences EW Stock Holding History

Lucus 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
2015
Q3 		– Sell
-22,902
Closed -$544K – 344
2015
Q2 		$544K Sell
22,902
-78
-0.3% -$1.76K 0.26% 17
2015
Q1 		$546K Buy
22,980
+1,272
+6% +$28.5K 0.28% 57
2014
Q4 		$461K Buy
+21,708
New +$436K 0.21% 190

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Lucus Advisors's EW Position: Q3 2015 in Review

Lucus Advisors sold out of Edwards Lifesciences (EW) in Q3 2015, closing a stake of 22,902 shares — an estimated $544K sold.

Lucus Advisors first reported a position in EW in Q4 2014 and held it in 3 quarters. The position peaked at $546K in Q1 2015. 569 funds tracked by Wall St. Rank hold EW as of Q3 2015.

  • Lucus Advisors reported no remaining Edwards Lifesciences position as of Q3 2015 after selling out during the quarter.
  • Lucus Advisors sold 22,902 Edwards Lifesciences shares in Q3 2015, an estimated $544K.
  • Lucus Advisors first reported a position in Edwards Lifesciences in Q4 2014 and held it in 3 quarters.
  • Lucus Advisors's Edwards Lifesciences position peaked at $546K in Q1 2015.
  • 569 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2015.

Based on Lucus Advisors's 13F filing for Q3 2015, filed 23 Oct 2015.