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Sensible Financial Planning & Management’s Edwards Lifesciences EW Stock Holding History

Sensible Financial Planning & 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
2017
Q4 		– Sell
-5,964
Closed -$217K – 30
2017
Q3 		$217K Buy
+5,964
New +$227K 0.12% 27

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sensible Financial Planning & Management's EW Position: Q4 2017 in Review

Sensible Financial Planning & Management sold out of Edwards Lifesciences (EW) in Q4 2017, closing a stake of 5,964 shares — an estimated $217K sold.

Sensible Financial Planning & Management first reported a position in EW in Q3 2017 and held it in 1 quarter. The position peaked at $217K in Q3 2017. 773 funds tracked by Wall St. Rank hold EW as of Q4 2017.

  • Sensible Financial Planning & Management reported no remaining Edwards Lifesciences position as of Q4 2017 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 5,964 Edwards Lifesciences shares in Q4 2017, an estimated $217K.
  • Sensible Financial Planning & Management first reported a position in Edwards Lifesciences in Q3 2017 and held it in 1 quarter.
  • Sensible Financial Planning & Management's Edwards Lifesciences position peaked at $217K in Q3 2017.
  • 773 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2017.

Based on Sensible Financial Planning & Management's 13F filing for Q4 2017, filed 13 Feb 2018.