WI
EW icon

WBI Investments’s Edwards Lifesciences EW Stock Holding History

WBI Investments’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
2020
Q1 		– Sell
-47,964
Closed -$3.73M – 130
2019
Q4 		$3.73M Buy
+47,964
New +$3.75M 0.4% 60

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Bank of New York Mellon
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

WBI Investments's EW Position: Q1 2020 in Review

WBI Investments sold out of Edwards Lifesciences (EW) in Q1 2020, closing a stake of 47,964 shares — an estimated $3.73M sold.

WBI Investments first reported a position in EW in Q4 2019 and held it in 1 quarter. The position peaked at $3.73M in Q4 2019. 1,019 funds tracked by Wall St. Rank hold EW as of Q1 2020.

  • WBI Investments reported no remaining Edwards Lifesciences position as of Q1 2020 after selling out during the quarter.
  • WBI Investments sold 47,964 Edwards Lifesciences shares in Q1 2020, an estimated $3.73M.
  • WBI Investments first reported a position in Edwards Lifesciences in Q4 2019 and held it in 1 quarter.
  • WBI Investments's Edwards Lifesciences position peaked at $3.73M in Q4 2019.
  • 1,019 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2020.

Based on WBI Investments's 13F filing for Q1 2020, filed 8 May 2020.