New Capital Management’s Edwards Lifesciences EW Stock Holding History

New 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
2017 Q4	–	Sell	-393	Closed	-$14K	–	162
2017 Q3	$14K	Buy	+393	New	+$15K	0.02%	119

Other funds holding EW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

New Capital Management's EW Position: Q4 2017 in Review

New Capital Management sold out of Edwards Lifesciences (EW) in Q4 2017, closing a stake of 393 shares — an estimated $14K sold.

New Capital Management first reported a position in EW in Q3 2017 and held it in 1 quarter. The position peaked at $14K in Q3 2017. 773 funds tracked by Wall St. Rank hold EW as of Q4 2017.

New Capital Management reported no remaining Edwards Lifesciences position as of Q4 2017 after selling out during the quarter.
New Capital Management sold 393 Edwards Lifesciences shares in Q4 2017, an estimated $14K.
New Capital Management first reported a position in Edwards Lifesciences in Q3 2017 and held it in 1 quarter.
New Capital Management's Edwards Lifesciences position peaked at $14K in Q3 2017.
773 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2017.

Based on New Capital Management's 13F filing for Q4 2017, filed 19 Jan 2018.