WealthTrust-Arizona’s Edwards Lifesciences EW Stock Holding History

WealthTrust-Arizona’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 Q4	$40K	Sell	777 -12	-2%	-$607	0.02%	178
2018 Q3	$46K	Sell	789 -21	-3%	-$1.03K	0.02%	168
2018 Q2	$39K	Sell	810 -150	-16%	-$7K	0.02%	182
2018 Q1	$45K	Sell	960 -33	-3%	-$1.43K	0.02%	169
2017 Q4	$37K	Buy	993 +402	+68%	+$14.8K	0.02%	199
2017 Q3	$22K	Hold	591	–	–	0.01%	257
2017 Q2	$23K	Sell	591 -42	-7%	-$1.53K	0.01%	245
2017 Q1	$20K	Buy	633 +354	+127%	+$11.1K	0.01%	248
2016 Q4	$9K	Hold	279	–	–	0.01%	390
2016 Q3	$11K	Hold	279	–	–	0.01%	347
2016 Q2	$9K	Buy	279 +3	+1%	+$103	0.01%	371
2016 Q1	$8K	Buy	276 +24	+10%	+$662	0.01%	381
2015 Q4	$7K	Hold	252	–	–	﹤0.01%	426
2015 Q3	$6K	Buy	252 +120	+91%	+$2.9K	﹤0.01%	444
2015 Q2	$3K	Buy	132 +6	+5%	+$135	﹤0.01%	540
2015 Q1	$3K	Buy	+126	New	+$2.83K	﹤0.01%	552

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

WealthTrust-Arizona's EW Position: Q4 2018 in Review

WealthTrust-Arizona reduced its Edwards Lifesciences (EW) stake by 1.5% in Q4 2018, selling an estimated $607 and leaving 777 shares worth $40K. The position accounts for 0.02% of the portfolio, ranked #178.

WealthTrust-Arizona first reported a position in EW in Q1 2015 and has held it in 16 quarters since. The position peaked at $46K in Q3 2018. 875 funds tracked by Wall St. Rank hold EW as of Q4 2018.

WealthTrust-Arizona held 777 shares of Edwards Lifesciences worth $40K as of Q4 2018.
WealthTrust-Arizona sold 12 Edwards Lifesciences shares in Q4 2018, an estimated $607.
Edwards Lifesciences made up 0.02% of WealthTrust-Arizona's portfolio in Q4 2018, its #178 holding.
WealthTrust-Arizona first reported a position in Edwards Lifesciences in Q1 2015 and has held it in 16 quarters since.
WealthTrust-Arizona's Edwards Lifesciences position peaked at $46K in Q3 2018.
875 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.