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Symphony Asset Management’s Edwards Lifesciences EW Stock Holding History

Symphony Asset 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
2018
Q3 		– Sell
-28,938
Closed -$1.35M – 218
2018
Q2 		$1.35M Sell
28,938
-10,719
-27% -$500K 0.27% 80
2018
Q1 		$1.84M Sell
39,657
-2,679
-6% -$116K 0.24% 100
2017
Q4 		$1.59M Sell
42,336
-5,436
-11% -$200K 0.16% 137
2017
Q3 		$1.74M Sell
47,772
-13,362
-22% -$510K 0.19% 129
2017
Q2 		$2.41M Sell
61,134
-23,835
-28% -$870K 0.27% 93
2017
Q1 		$2.66M Buy
84,969
+62,616
+280% +$1.96M 0.25% 97
2016
Q4 		$698K Buy
+22,353
New +$724K 0.07% 245

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Symphony Asset Management's EW Position: Q3 2018 in Review

Symphony Asset Management sold out of Edwards Lifesciences (EW) in Q3 2018, closing a stake of 28,938 shares — an estimated $1.35M sold.

Symphony Asset Management first reported a position in EW in Q4 2016 and held it in 7 quarters. The position peaked at $2.66M in Q1 2017. 852 funds tracked by Wall St. Rank hold EW as of Q3 2018.

  • Symphony Asset Management reported no remaining Edwards Lifesciences position as of Q3 2018 after selling out during the quarter.
  • Symphony Asset Management sold 28,938 Edwards Lifesciences shares in Q3 2018, an estimated $1.35M.
  • Symphony Asset Management first reported a position in Edwards Lifesciences in Q4 2016 and held it in 7 quarters.
  • Symphony Asset Management's Edwards Lifesciences position peaked at $2.66M in Q1 2017.
  • 852 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2018.

Based on Symphony Asset Management's 13F filing for Q3 2018, filed 14 Nov 2018.