Mariner Wealth Advisors (Cincinnati)’s Edwards Lifesciences EW Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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	$2.46M	Buy	42,408 +702	+2%	+$34.3K	0.14%	103
2018 Q2	$2.02M	Buy	41,706 +1,539	+4%	+$71.8K	0.12%	104
2018 Q1	$1.87M	Buy	40,167 +1,911	+5%	+$83K	0.11%	100
2017 Q4	$1.44M	Buy	38,256 +2,568	+7%	+$94.2K	0.09%	109
2017 Q3	$1.3M	Sell	35,688 -90	-0.3%	-$3.43K	0.08%	114
2017 Q2	$1.41M	Sell	35,778 -780	-2%	-$28.5K	0.1%	109
2017 Q1	$1.15M	Buy	36,558 +345	+1%	+$10.8K	0.08%	114
2016 Q4	$1.13M	Buy	+36,213	New	+$1.17M	0.09%	116

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

Mariner Wealth Advisors (Cincinnati)'s EW Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its Edwards Lifesciences (EW) stake by 1.7% in Q3 2018, buying an estimated $34.3K and bringing the position to 42,408 shares worth $2.46M. The position accounts for 0.14% of the portfolio, ranked #103.

Mariner Wealth Advisors (Cincinnati) first reported a position in EW in Q4 2016 and has held it in 8 quarters since. 852 funds tracked by Wall St. Rank hold EW as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 42,408 shares of Edwards Lifesciences worth $2.46M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) bought 702 Edwards Lifesciences shares in Q3 2018, an estimated $34.3K.
Edwards Lifesciences made up 0.14% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #103 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Edwards Lifesciences in Q4 2016 and has held it in 8 quarters since.
852 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.