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Outlook Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Outlook Wealth Advisors’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
-6,246
Closed -$398K – 153
2019
Q1 		$398K Sell
6,246
-6,174
-50% -$352K 0.33% 77
2018
Q4 		$635K Buy
+12,420
New +$628K 0.29% 81

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Outlook Wealth Advisors's EW Position: Q2 2019 in Review

Outlook Wealth Advisors sold out of Edwards Lifesciences (EW) in Q2 2019, closing a stake of 6,246 shares — an estimated $398K sold.

Outlook Wealth Advisors first reported a position in EW in Q4 2018 and held it in 2 quarters. The position peaked at $635K in Q4 2018. 921 funds tracked by Wall St. Rank hold EW as of Q2 2019.

  • Outlook Wealth Advisors reported no remaining Edwards Lifesciences position as of Q2 2019 after selling out during the quarter.
  • Outlook Wealth Advisors sold 6,246 Edwards Lifesciences shares in Q2 2019, an estimated $398K.
  • Outlook Wealth Advisors first reported a position in Edwards Lifesciences in Q4 2018 and held it in 2 quarters.
  • Outlook Wealth Advisors's Edwards Lifesciences position peaked at $635K in Q4 2018.
  • 921 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2019.

Based on Outlook Wealth Advisors's 13F filing for Q2 2019, filed 15 Aug 2019.