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Orinda Asset Management’s Edwards Lifesciences EW Stock Holding History

Orinda Asset 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
2015
Q2 		– Sell
-4,326
Closed -$103K – 124
2015
Q1 		$103K Sell
4,326
-6,078
-58% -$136K 0.11% 100
2014
Q4 		$221K Buy
+10,404
New +$209K 0.25% 57

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Orinda Asset Management's EW Position: Q2 2015 in Review

Orinda Asset Management sold out of Edwards Lifesciences (EW) in Q2 2015, closing a stake of 4,326 shares — an estimated $103K sold.

Orinda Asset Management first reported a position in EW in Q4 2014 and held it in 2 quarters. The position peaked at $221K in Q4 2014. 579 funds tracked by Wall St. Rank hold EW as of Q2 2015.

  • Orinda Asset Management reported no remaining Edwards Lifesciences position as of Q2 2015 after selling out during the quarter.
  • Orinda Asset Management sold 4,326 Edwards Lifesciences shares in Q2 2015, an estimated $103K.
  • Orinda Asset Management first reported a position in Edwards Lifesciences in Q4 2014 and held it in 2 quarters.
  • Orinda Asset Management's Edwards Lifesciences position peaked at $221K in Q4 2014.
  • 579 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2015.

Based on Orinda Asset Management's 13F filing for Q2 2015, filed 24 Jul 2015.