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Private Wealth Partners’s Edwards Lifesciences EW Stock Holding History

Private Wealth Partners’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
Q4 		– Sell
-74,775
Closed -$4.34M – 104
2018
Q3 		$4.34M Sell
74,775
-300
-0.4% -$14.7K 0.66% 47
2018
Q2 		$3.64M Sell
75,075
-2,850
-4% -$133K 0.61% 47
2018
Q1 		$3.62M Sell
77,925
-14,850
-16% -$645K 0.63% 47
2017
Q4 		$3.49M Buy
92,775
+50,625
+120% +$1.86M 0.64% 47
2017
Q3 		$1.54M Buy
+42,150
New +$1.61M 0.31% 59

Other funds holding EW

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Private Wealth Partners's EW Position: Q4 2018 in Review

Private Wealth Partners sold out of Edwards Lifesciences (EW) in Q4 2018, closing a stake of 74,775 shares — an estimated $4.34M sold.

Private Wealth Partners first reported a position in EW in Q3 2017 and held it in 5 quarters. The position peaked at $4.34M in Q3 2018. 874 funds tracked by Wall St. Rank hold EW as of Q4 2018.

  • Private Wealth Partners reported no remaining Edwards Lifesciences position as of Q4 2018 after selling out during the quarter.
  • Private Wealth Partners sold 74,775 Edwards Lifesciences shares in Q4 2018, an estimated $4.34M.
  • Private Wealth Partners first reported a position in Edwards Lifesciences in Q3 2017 and held it in 5 quarters.
  • Private Wealth Partners's Edwards Lifesciences position peaked at $4.34M in Q3 2018.
  • 874 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2018.

Based on Private Wealth Partners's 13F filing for Q4 2018, filed 13 Feb 2019.