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Montecito Bank & Trust’s Edwards Lifesciences EW Stock Holding History

Montecito Bank & Trust’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
Q4 		– Sell
-16,668
Closed -$670K – 394
2016
Q3 		$670K Buy
16,668
+3,900
+31% +$147K 0.28% 79
2016
Q2 		$424K Buy
+12,768
New +$437K 0.18% 113

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Montecito Bank & Trust's EW Position: Q4 2016 in Review

Montecito Bank & Trust sold out of Edwards Lifesciences (EW) in Q4 2016, closing a stake of 16,668 shares — an estimated $670K sold.

Montecito Bank & Trust first reported a position in EW in Q2 2016 and held it in 2 quarters. The position peaked at $670K in Q3 2016. 686 funds tracked by Wall St. Rank hold EW as of Q4 2016.

  • Montecito Bank & Trust reported no remaining Edwards Lifesciences position as of Q4 2016 after selling out during the quarter.
  • Montecito Bank & Trust sold 16,668 Edwards Lifesciences shares in Q4 2016, an estimated $670K.
  • Montecito Bank & Trust first reported a position in Edwards Lifesciences in Q2 2016 and held it in 2 quarters.
  • Montecito Bank & Trust's Edwards Lifesciences position peaked at $670K in Q3 2016.
  • 686 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2016.

Based on Montecito Bank & Trust's 13F filing for Q4 2016, filed 15 Feb 2017.