USCA RIA’s Edwards Lifesciences EW Stock Holding History

USCA RIA’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
2017 Q1	–	Sell	-6,750	Closed	-$211K	–	402
2016 Q4	$211K	Hold	6,750	–	–	0.03%	354
2016 Q3	$271K	Buy	+6,750	New	+$254K	0.04%	322

Other funds holding EW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return

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

USCA RIA's EW Position: Q1 2017 in Review

USCA RIA sold out of Edwards Lifesciences (EW) in Q1 2017, closing a stake of 6,750 shares — an estimated $211K sold.

USCA RIA first reported a position in EW in Q3 2016 and held it in 2 quarters. The position peaked at $271K in Q3 2016. 690 funds tracked by Wall St. Rank hold EW as of Q1 2017.

USCA RIA reported no remaining Edwards Lifesciences position as of Q1 2017 after selling out during the quarter.
USCA RIA sold 6,750 Edwards Lifesciences shares in Q1 2017, an estimated $211K.
USCA RIA first reported a position in Edwards Lifesciences in Q3 2016 and held it in 2 quarters.
USCA RIA's Edwards Lifesciences position peaked at $271K in Q3 2016.
690 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2017.

Based on USCA RIA's 13F filing for Q1 2017, filed 1 May 2017.