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MSI Financial Services’s Edwards Lifesciences EW Stock Holding History

MSI Financial Services’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 		$903K Buy
28,914
+8,106
+39% +$263K 0.03% 482
2016
Q3 		$836K Sell
20,808
-222
-1% -$8.36K 0.03% 491
2016
Q2 		$699K Buy
21,030
+3,063
+17% +$105K 0.03% 516
2016
Q1 		$528K Sell
17,967
-465
-3% -$12.8K 0.02% 581
2015
Q4 		$485K Buy
18,432
+876
+5% +$22.7K 0.02% 568
2015
Q3 		$416K Buy
17,556
+2,556
+17% +$61.7K 0.03% 439
2015
Q2 		$356K Buy
15,000
+2,082
+16% +$47K 0.03% 540
2015
Q1 		$307K Buy
12,918
+6,618
+105% +$148K 0.02% 589
2014
Q4 		$134K Sell
6,300
-600
-9% -$12.1K 0.01% 704
2014
Q3 		$117K Sell
6,900
-900
-12% -$14.2K 0.01% 763
2014
Q2 		$112K Sell
7,800
-600
-7% -$8.13K 0.02% 758
2014
Q1 		$104K Sell
8,400
-2,106
-20% -$24.3K 0.02% 747
2013
Q4 		$115K Buy
10,506
+10,494
+87,450% +$118K 0.02% 707
2013
Q3 		$0 Buy
+12
New +$140 ﹤0.01% 2179

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

MSI Financial Services's EW Position: Q4 2016 in Review

MSI Financial Services increased its Edwards Lifesciences (EW) stake by 39% in Q4 2016, buying an estimated $263K and bringing the position to 28,914 shares worth $903K. The position accounts for 0.03% of the portfolio, ranked #482.

MSI Financial Services first reported a position in EW in Q3 2013 and has held it in 14 quarters since. 686 funds tracked by Wall St. Rank hold EW as of Q4 2016.

  • MSI Financial Services held 28,914 shares of Edwards Lifesciences worth $903K as of Q4 2016.
  • MSI Financial Services bought 8,106 Edwards Lifesciences shares in Q4 2016, an estimated $263K.
  • Edwards Lifesciences made up 0.03% of MSI Financial Services's portfolio in Q4 2016, its #482 holding.
  • MSI Financial Services first reported a position in Edwards Lifesciences in Q3 2013 and has held it in 14 quarters since.
  • 686 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.