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Shepherd Kaplan Krochuk’s Edwards Lifesciences EW Stock Holding History

Shepherd Kaplan Krochuk’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
Q2 		– Sell
-8,319
Closed -$387K – 238
2018
Q1 		$387K Hold
8,319
– – 0.24% 123
2017
Q4 		$313K Hold
8,319
– – 0.19% 138
2017
Q3 		$303K Hold
8,319
– – 0.25% 116
2017
Q2 		$328K Hold
8,319
– – 0.19% 122
2017
Q1 		$261K Hold
8,319
– – 0.13% 142
2016
Q4 		$260K Buy
+8,319
New +$270K 0.07% 143
2015
Q1 		– Sell
-10,524
Closed -$223K – 419
2014
Q4 		$223K Sell
10,524
-8,820
-46% -$177K 0.04% 325
2014
Q3 		$329K Sell
19,344
-2,250
-10% -$35.5K 0.04% 287
2014
Q2 		$309K Buy
+21,594
New +$293K 0.03% 338

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Shepherd Kaplan Krochuk's EW Position: Q2 2018 in Review

Shepherd Kaplan Krochuk sold out of Edwards Lifesciences (EW) in Q2 2018, closing a stake of 8,319 shares — an estimated $387K sold.

Shepherd Kaplan Krochuk first reported a position in EW in Q2 2014 and held it in 9 quarters. The position peaked at $387K in Q1 2018. 838 funds tracked by Wall St. Rank hold EW as of Q2 2018.

  • Shepherd Kaplan Krochuk reported no remaining Edwards Lifesciences position as of Q2 2018 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 8,319 Edwards Lifesciences shares in Q2 2018, an estimated $387K.
  • Shepherd Kaplan Krochuk first reported a position in Edwards Lifesciences in Q2 2014 and held it in 9 quarters.
  • Shepherd Kaplan Krochuk's Edwards Lifesciences position peaked at $387K in Q1 2018.
  • 838 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2018.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2018, filed 14 Aug 2018.