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RPg Family Wealth Advisory’s Edwards Lifesciences EW Stock Holding History

RPg Family Wealth Advisory’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
2017
Q4 		– Sell
-489
Closed -$17.8K – 281
2017
Q3 		$17.8K Buy
+489
New +$18.6K 0.01% 226

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

RPg Family Wealth Advisory's EW Position: Q4 2017 in Review

RPg Family Wealth Advisory sold out of Edwards Lifesciences (EW) in Q4 2017, closing a stake of 489 shares — an estimated $17.8K sold.

RPg Family Wealth Advisory first reported a position in EW in Q3 2017 and held it in 1 quarter. The position peaked at $17.8K in Q3 2017. 773 funds tracked by Wall St. Rank hold EW as of Q4 2017.

  • RPg Family Wealth Advisory reported no remaining Edwards Lifesciences position as of Q4 2017 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 489 Edwards Lifesciences shares in Q4 2017, an estimated $17.8K.
  • RPg Family Wealth Advisory first reported a position in Edwards Lifesciences in Q3 2017 and held it in 1 quarter.
  • RPg Family Wealth Advisory's Edwards Lifesciences position peaked at $17.8K in Q3 2017.
  • 773 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2017.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2017, filed 13 Feb 2018.