Old Mutual Customised Solutions’s Edwards Lifesciences EW Stock Holding History

Old Mutual Customised Solutions’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
2018 Q2	$1.53M	Sell	31,494 -2,100	-6%	-$98K	0.15%	164
2018 Q1	$1.56M	Hold	33,594	–	–	0.16%	165
2017 Q4	$1.26M	Buy	33,594 +11,700	+53%	+$429K	0.13%	196
2017 Q3	$798K	Buy	21,894 +3,000	+16%	+$114K	0.11%	232
2017 Q2	$745K	Hold	18,894	–	–	0.11%	224
2017 Q1	$592K	Buy	18,894 +2,394	+15%	+$75K	0.09%	270
2016 Q4	$515K	Buy	16,500 +6,900	+72%	+$224K	0.09%	262
2016 Q3	$386K	Sell	9,600 -1,500	-14%	-$56.5K	0.11%	218
2016 Q2	$369K	Buy	11,100 +1,500	+16%	+$51.3K	0.09%	267
2016 Q1	$282K	Hold	9,600	–	–	0.07%	328
2015 Q4	$253K	Hold	9,600	–	–	0.06%	350
2015 Q3	$227K	Hold	9,600	–	–	0.06%	369
2015 Q2	$228K	Buy	9,600 +3,000	+45%	+$67.7K	0.05%	412
2015 Q1	$157K	Buy	6,600 +5,400	+450%	+$121K	0.04%	507
2014 Q4	$25K	Buy	+1,200	New	+$24.1K	0.01%	686
2014 Q3	–	Sell	-1,800	Closed	-$26K	–	724
2014 Q2	$26K	Hold	1,800	–	–	0.01%	726
2014 Q1	$22K	Hold	1,800	–	–	0.01%	747
2013 Q4	$20K	Hold	1,800	–	–	0.01%	762
2013 Q3	$21K	Hold	1,800	–	–	0.01%	758
2013 Q2	$20K	Buy	+1,800	New	+$21.3K	0.01%	1222

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 $3.37T AUM 44.26% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Norges Bank Oslo, Norway $1T AUM

Old Mutual Customised Solutions's EW Position: Q2 2018 in Review

Old Mutual Customised Solutions reduced its Edwards Lifesciences (EW) stake by 6.3% in Q2 2018, selling an estimated $98K and leaving 31,494 shares worth $1.53M. The position accounts for 0.15% of the portfolio, ranked #164.

Old Mutual Customised Solutions first reported a position in EW in Q2 2013 and has held it in 20 quarters since. The position peaked at $1.56M in Q1 2018. 838 funds tracked by Wall St. Rank hold EW as of Q2 2018.

Old Mutual Customised Solutions held 31,494 shares of Edwards Lifesciences worth $1.53M as of Q2 2018.
Old Mutual Customised Solutions sold 2,100 Edwards Lifesciences shares in Q2 2018, an estimated $98K.
Edwards Lifesciences made up 0.15% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #164 holding.
Old Mutual Customised Solutions first reported a position in Edwards Lifesciences in Q2 2013 and has held it in 20 quarters since.
Old Mutual Customised Solutions's Edwards Lifesciences position peaked at $1.56M in Q1 2018.
838 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.