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UBS’s Edwards Lifesciences EW Stock Holding History

UBS’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
2014
Q3 		$11.4M Buy
668,100
+50,082
+8% +$791K 0.01% 1355
2014
Q2 		$8.84M Sell
618,018
-150,630
-20% -$2.04M 0.01% 1473
2014
Q1 		$9.5M Buy
768,648
+217,398
+39% +$2.51M 0.01% 1300
2013
Q4 		$6.04M Sell
551,250
-112,482
-17% -$1.27M 0.01% 1696
2013
Q3 		$7.7M Buy
663,732
+13,782
+2% +$161K 0.01% 1335
2013
Q2 		$7.28M Buy
+649,950
New +$7.69M 0.01% 1279

Other funds holding EW

ACM
Americafirst Capital Management Roseville, California $74M AUM 30.2% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

UBS's EW Position: Q3 2014 in Review

UBS increased its Edwards Lifesciences (EW) stake by 8.1% in Q3 2014, buying an estimated $791K and bringing the position to 668,100 shares worth $11.4M. The position accounts for 0.01% of the portfolio, ranked #1355.

UBS first reported a position in EW in Q2 2013 and has held it in 6 quarters since. 497 funds tracked by Wall St. Rank hold EW as of Q3 2014.

  • UBS held 668,100 shares of Edwards Lifesciences worth $11.4M as of Q3 2014.
  • UBS bought 50,082 Edwards Lifesciences shares in Q3 2014, an estimated $791K.
  • Edwards Lifesciences made up 0.01% of UBS's portfolio in Q3 2014, its #1355 holding.
  • UBS first reported a position in Edwards Lifesciences in Q2 2013 and has held it in 6 quarters since.
  • 497 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.