Stifel Trust’s Edwards Lifesciences EW Stock Holding History

Stifel Trust’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
2013 Q3	–	Sell	-840	Closed	-$10K	–	455
2013 Q2	$10K	Buy	+840	New	+$9.94K	﹤0.01%	376

Other funds holding EW

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Stifel Trust's EW Position: Q3 2013 in Review

Stifel Trust sold out of Edwards Lifesciences (EW) in Q3 2013, closing a stake of 840 shares — an estimated $10K sold.

Stifel Trust first reported a position in EW in Q2 2013 and held it in 1 quarter. The position peaked at $10K in Q2 2013. 409 funds tracked by Wall St. Rank hold EW as of Q3 2013.

Stifel Trust reported no remaining Edwards Lifesciences position as of Q3 2013 after selling out during the quarter.
Stifel Trust sold 840 Edwards Lifesciences shares in Q3 2013, an estimated $10K.
Stifel Trust first reported a position in Edwards Lifesciences in Q2 2013 and held it in 1 quarter.
Stifel Trust's Edwards Lifesciences position peaked at $10K in Q2 2013.
409 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2013.

Based on Stifel Trust's 13F filing for Q3 2013, filed 14 Nov 2013.