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MYCIO Wealth Partners’s Edwards Lifesciences EW Stock Holding History

MYCIO Wealth Partners’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
-120
Closed -$5K – 356
2016
Q3 		$5K Hold
120
– – ﹤0.01% 662
2016
Q2 		$4K Sell
120
-84
-41% -$2.87K ﹤0.01% 708
2016
Q1 		$6K Sell
204
-2,916
-93% -$80.5K ﹤0.01% 580
2015
Q4 		$82K Sell
3,120
-120
-4% -$3.12K 0.01% 237
2015
Q3 		$77K Sell
3,240
-138
-4% -$3.33K 0.02% 241
2015
Q2 		$80K Sell
3,378
-42
-1% -$948 0.02% 244
2015
Q1 		$81K Buy
3,420
+1,716
+101% +$38.5K 0.02% 236
2014
Q4 		$36K Buy
1,704
+1,452
+576% +$29.2K 0.01% 308
2014
Q3 		$4K Buy
+252
New +$3.98K ﹤0.01% 534
2014
Q1 		– Sell
-1,200
Closed -$13K – 630
2013
Q4 		$13K Buy
+1,200
New +$13.5K ﹤0.01% 414

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Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $717B AUM 35.42% 1-Year Est. Return

MYCIO Wealth Partners's EW Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Edwards Lifesciences (EW) in Q4 2016, closing a stake of 120 shares — an estimated $5K sold.

MYCIO Wealth Partners first reported a position in EW in Q4 2013 and held it in 10 quarters. The position peaked at $82K in Q4 2015. 686 funds tracked by Wall St. Rank hold EW as of Q4 2016.

  • MYCIO Wealth Partners reported no remaining Edwards Lifesciences position as of Q4 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 120 Edwards Lifesciences shares in Q4 2016, an estimated $5K.
  • MYCIO Wealth Partners first reported a position in Edwards Lifesciences in Q4 2013 and held it in 10 quarters.
  • MYCIO Wealth Partners's Edwards Lifesciences position peaked at $82K in Q4 2015.
  • 686 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.