WealthOne’s Edwards Lifesciences EW Stock Holding History

WealthOne’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
2019 Q1	–	Sell	-540	Closed	-$28K	–	215
2018 Q4	$28K	Buy	+540	New	+$27.3K	0.02%	230

Other funds holding EW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

WealthOne's EW Position: Q1 2019 in Review

WealthOne sold out of Edwards Lifesciences (EW) in Q1 2019, closing a stake of 540 shares — an estimated $28K sold.

WealthOne first reported a position in EW in Q4 2018 and held it in 1 quarter. The position peaked at $28K in Q4 2018. 923 funds tracked by Wall St. Rank hold EW as of Q1 2019.

WealthOne reported no remaining Edwards Lifesciences position as of Q1 2019 after selling out during the quarter.
WealthOne sold 540 Edwards Lifesciences shares in Q1 2019, an estimated $28K.
WealthOne first reported a position in Edwards Lifesciences in Q4 2018 and held it in 1 quarter.
WealthOne's Edwards Lifesciences position peaked at $28K in Q4 2018.
923 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.