Partnervest Advisory Services’s Edwards Lifesciences EW Stock Holding History

Partnervest Advisory Services’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
2014 Q3	–	Sell	-1,068	Closed	-$15K	–	349
2014 Q2	$15K	Sell	1,068 -12	-1%	-$163	0.01%	603
2014 Q1	$13K	Hold	1,080	–	–	0.01%	596
2013 Q4	$12K	Buy	1,080 +162	+18%	+$1.83K	0.01%	599
2013 Q3	$11K	Buy	+918	New	+$10.7K	0.01%	631

Other funds holding EW

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Partnervest Advisory Services's EW Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Edwards Lifesciences (EW) in Q3 2014, closing a stake of 1,068 shares — an estimated $15K sold.

Partnervest Advisory Services first reported a position in EW in Q3 2013 and held it in 4 quarters. The position peaked at $15K in Q2 2014. 497 funds tracked by Wall St. Rank hold EW as of Q3 2014.

Partnervest Advisory Services reported no remaining Edwards Lifesciences position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 1,068 Edwards Lifesciences shares in Q3 2014, an estimated $15K.
Partnervest Advisory Services first reported a position in Edwards Lifesciences in Q3 2013 and held it in 4 quarters.
Partnervest Advisory Services's Edwards Lifesciences position peaked at $15K in Q2 2014.
497 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.