Marcus Capital’s Edwards Lifesciences EW Stock Holding History

Marcus Capital’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
2018 Q3	$326K	Hold	5,625	–	–	0.95%	35
2018 Q2	$273K	Hold	5,625	–	–	0.87%	37
2018 Q1	$262K	Sell	5,625 -300	-5%	-$13K	0.96%	32
2017 Q4	$223K	Sell	5,925 -22,950	-79%	-$842K	0.85%	37
2017 Q3	$1.05M	Sell	28,875 -24,300	-46%	-$927K	1.49%	30
2017 Q2	$2.1M	Sell	53,175 -15,375	-22%	-$561K	1.79%	25
2017 Q1	$2.15M	Buy	68,550 +15,525	+29%	+$486K	2.01%	25
2016 Q4	$1.66M	Buy	53,025 +15,825	+43%	+$513K	1.78%	28
2016 Q3	$1.5M	Sell	37,200 -75	-0.2%	-$2.83K	1.44%	33
2016 Q2	$1.24M	Buy	37,275 +29,925	+407%	+$1.02M	1.3%	36
2016 Q1	$216K	Sell	7,350 -300	-4%	-$8.28K	0.24%	50
2015 Q4	$201K	Buy	+7,650	New	+$199K	0.21%	48

Other funds holding EW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Marcus Capital's EW Position: Q3 2018 in Review

Marcus Capital held its Edwards Lifesciences (EW) position steady in Q3 2018 at 5,625 shares worth $326K. The position accounts for 0.95% of the portfolio, ranked #35.

Marcus Capital first reported a position in EW in Q4 2015 and has held it in 12 quarters since. The position peaked at $2.15M in Q1 2017. 852 funds tracked by Wall St. Rank hold EW as of Q3 2018.

Marcus Capital held 5,625 shares of Edwards Lifesciences worth $326K as of Q3 2018.
Marcus Capital left its Edwards Lifesciences share count unchanged in Q3 2018.
Edwards Lifesciences made up 0.95% of Marcus Capital's portfolio in Q3 2018, its #35 holding.
Marcus Capital first reported a position in Edwards Lifesciences in Q4 2015 and has held it in 12 quarters since.
Marcus Capital's Edwards Lifesciences position peaked at $2.15M in Q1 2017.
852 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2018.

Based on Marcus Capital's 13F filing for Q3 2018, filed 13 Nov 2018.