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Mosaic Family Wealth’s Edwards Lifesciences EW Stock Holding History

Mosaic Family Wealth’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
2017
Q1 		– Sell
-57
Closed -$2K – 730
2016
Q4 		$2K Sell
57
-162
-74% -$5.25K ﹤0.01% 661
2016
Q3 		$9K Hold
219
– – ﹤0.01% 520
2016
Q2 		$8K Buy
+219
New +$7.49K ﹤0.01% 547

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Wellington Management Group
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mosaic Family Wealth's EW Position: Q1 2017 in Review

Mosaic Family Wealth sold out of Edwards Lifesciences (EW) in Q1 2017, closing a stake of 57 shares — an estimated $2K sold.

Mosaic Family Wealth first reported a position in EW in Q2 2016 and held it in 3 quarters. The position peaked at $9K in Q3 2016. 690 funds tracked by Wall St. Rank hold EW as of Q1 2017.

  • Mosaic Family Wealth reported no remaining Edwards Lifesciences position as of Q1 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 57 Edwards Lifesciences shares in Q1 2017, an estimated $2K.
  • Mosaic Family Wealth first reported a position in Edwards Lifesciences in Q2 2016 and held it in 3 quarters.
  • Mosaic Family Wealth's Edwards Lifesciences position peaked at $9K in Q3 2016.
  • 690 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2017.

Based on Mosaic Family Wealth's 13F filing for Q1 2017, filed 5 May 2017.