March Altus Capital Management’s Edwards Lifesciences EW Stock Holding History

March Altus Capital 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
2016 Q3	$4.17M	Buy	103,833 +48,000	+86%	+$1.81M	26.11%	1
2016 Q2	$1.86M	Buy	55,833 +3,504	+7%	+$120K	14.35%	3
2016 Q1	$1.54M	Sell	52,329 -62,637	-54%	-$1.73M	15.92%	2
2015 Q4	$303K	Sell	114,966 -89,448	-44%	-$2.32M	2.79%	10
2015 Q3	$4.84M	Buy	+204,414	New	+$4.93M	28.53%	1

Other funds holding EW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

March Altus Capital Management's EW Position: Q3 2016 in Review

March Altus Capital Management increased its Edwards Lifesciences (EW) stake by 86% in Q3 2016, buying an estimated $1.81M and bringing the position to 103,833 shares worth $4.17M. The position accounts for 26.11% of the portfolio, ranked #1.

March Altus Capital Management first reported a position in EW in Q3 2015 and has held it in 5 quarters since. The position peaked at $4.84M in Q3 2015. 694 funds tracked by Wall St. Rank hold EW as of Q3 2016.

March Altus Capital Management held 103,833 shares of Edwards Lifesciences worth $4.17M as of Q3 2016.
March Altus Capital Management bought 48,000 Edwards Lifesciences shares in Q3 2016, an estimated $1.81M.
Edwards Lifesciences made up 26.11% of March Altus Capital Management's portfolio in Q3 2016, its #1 holding.
March Altus Capital Management first reported a position in Edwards Lifesciences in Q3 2015 and has held it in 5 quarters since.
March Altus Capital Management's Edwards Lifesciences position peaked at $4.84M in Q3 2015.
694 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2016.

Based on March Altus Capital Management's 13F filing for Q3 2016, filed 7 Nov 2016.