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Wealthfront’s Edwards Lifesciences EW Stock Holding History

Wealthfront’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 		$1.1M Sell
19,005
-726
-4% -$35.5K 0.01% 238
2018
Q2 		$957K Sell
19,731
-1,383
-7% -$64.6K 0.01% 259
2018
Q1 		$982K Buy
+21,114
New +$917K 0.01% 260
2017
Q2 		– Sell
-17,820
Closed -$559K – 465
2017
Q1 		$559K Buy
+17,820
New +$558K 0.01% 206
2016
Q3 		– Sell
-16,446
Closed -$547K – 380
2016
Q2 		$547K Buy
16,446
+597
+4% +$20.4K 0.02% 158
2016
Q1 		$466K Buy
15,849
+1,407
+10% +$38.8K 0.01% 162
2015
Q4 		$380K Buy
14,442
+2,400
+20% +$62.3K 0.01% 174
2015
Q3 		$285K Buy
12,042
+2,052
+21% +$49.5K 0.01% 207
2015
Q2 		$237K Buy
9,990
+492
+5% +$11.1K 0.01% 229
2015
Q1 		$226K Buy
9,498
+1,320
+16% +$29.6K 0.01% 223
2014
Q4 		$174K Buy
8,178
+2,160
+36% +$43.4K 0.01% 249
2014
Q3 		$102K Buy
6,018
+1,086
+22% +$17.1K 0.01% 283
2014
Q2 		$72K Buy
4,932
+1,182
+32% +$16K 0.01% 289
2014
Q1 		$46K Buy
+3,750
New +$43.3K 0.01% 282

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wealthfront's EW Position: Q3 2018 in Review

Wealthfront reduced its Edwards Lifesciences (EW) stake by 3.7% in Q3 2018, selling an estimated $35.5K and leaving 19,005 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #238.

Wealthfront first reported a position in EW in Q1 2014 and has held it in 14 quarters since. 853 funds tracked by Wall St. Rank hold EW as of Q3 2018.

  • Wealthfront held 19,005 shares of Edwards Lifesciences worth $1.1M as of Q3 2018.
  • Wealthfront sold 726 Edwards Lifesciences shares in Q3 2018, an estimated $35.5K.
  • Edwards Lifesciences made up 0.01% of Wealthfront's portfolio in Q3 2018, its #238 holding.
  • Wealthfront first reported a position in Edwards Lifesciences in Q1 2014 and has held it in 14 quarters since.
  • 853 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.