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Nelson Capital Management’s Edwards Lifesciences EW Stock Holding History

Nelson Capital Management’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
2019
Q2 		– Sell
-546
Closed -$35K – 318
2019
Q1 		$35K Sell
546
-42
-7% -$2.4K 0.01% 154
2018
Q4 		$30K Buy
+588
New +$29.8K 0.01% 164

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Nelson Capital Management's EW Position: Q2 2019 in Review

Nelson Capital Management sold out of Edwards Lifesciences (EW) in Q2 2019, closing a stake of 546 shares — an estimated $35K sold.

Nelson Capital Management first reported a position in EW in Q4 2018 and held it in 2 quarters. The position peaked at $35K in Q1 2019. 921 funds tracked by Wall St. Rank hold EW as of Q2 2019.

  • Nelson Capital Management reported no remaining Edwards Lifesciences position as of Q2 2019 after selling out during the quarter.
  • Nelson Capital Management sold 546 Edwards Lifesciences shares in Q2 2019, an estimated $35K.
  • Nelson Capital Management first reported a position in Edwards Lifesciences in Q4 2018 and held it in 2 quarters.
  • Nelson Capital Management's Edwards Lifesciences position peaked at $35K in Q1 2019.
  • 921 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2019.

Based on Nelson Capital Management's 13F filing for Q2 2019, filed 25 Jul 2019.