Smith Hayes Advisers’s Edwards Lifesciences EW Stock Holding History

Smith Hayes Advisers’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
2016 Q1	$528K	Sell	17,955 -27,753	-61%	-$766K	0.11%	191
2015 Q4	$1.2M	Buy	45,708 +180	+0.4%	+$4.67K	0.25%	109
2015 Q3	$1.08M	Buy	45,528 +30,648	+206%	+$740K	0.23%	123
2015 Q2	$353K	Buy	14,880 +1,386	+10%	+$31.3K	0.07%	234
2015 Q1	$320K	Buy	+13,494	New	+$303K	0.06%	248

Other funds holding EW

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Smith Hayes Advisers's EW Position: Q1 2016 in Review

Smith Hayes Advisers reduced its Edwards Lifesciences (EW) stake by 61% in Q1 2016, selling an estimated $766K and leaving 17,955 shares worth $528K. The position accounts for 0.11% of the portfolio, ranked #191.

Smith Hayes Advisers first reported a position in EW in Q1 2015 and has held it in 5 quarters since. The position peaked at $1.2M in Q4 2015. 658 funds tracked by Wall St. Rank hold EW as of Q1 2016.

Smith Hayes Advisers held 17,955 shares of Edwards Lifesciences worth $528K as of Q1 2016.
Smith Hayes Advisers sold 27,753 Edwards Lifesciences shares in Q1 2016, an estimated $766K.
Edwards Lifesciences made up 0.11% of Smith Hayes Advisers's portfolio in Q1 2016, its #191 holding.
Smith Hayes Advisers first reported a position in Edwards Lifesciences in Q1 2015 and has held it in 5 quarters since.
Smith Hayes Advisers's Edwards Lifesciences position peaked at $1.2M in Q4 2015.
658 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2016.

Based on Smith Hayes Advisers's 13F filing for Q1 2016, filed 16 May 2016.