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WFG Advisors’s Edwards Lifesciences EW Stock Holding History

WFG Advisors’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
Q2 		– Sell
-7,740
Closed -$243K – 1583
2017
Q1 		$243K Buy
7,740
+300
+4% +$9.39K 0.06% 295
2016
Q4 		$232K Buy
7,440
+414
+6% +$13.4K 0.06% 340
2016
Q3 		$282K Buy
7,026
+150
+2% +$5.65K 0.07% 282
2016
Q2 		$229K Buy
6,876
+1,440
+26% +$49.3K 0.06% 296
2016
Q1 		$160K Hold
5,436
– – 0.05% 355
2015
Q4 		$143K Hold
5,436
– – 0.04% 378
2015
Q3 		$129K Sell
5,436
-300
-5% -$7.24K 0.04% 398
2015
Q2 		$136K Hold
5,736
– – 0.04% 453
2015
Q1 		$136K Sell
5,736
-1,440
-20% -$32.3K 0.04% 446
2014
Q4 		$152K Hold
7,176
– – 0.03% 516
2014
Q3 		$122K Hold
7,176
– – 0.02% 593
2014
Q2 		$103K Hold
7,176
– – 0.02% 653
2014
Q1 		$89K Buy
+7,176
New +$82.8K 0.02% 680
2013
Q4 		– Sell
-6,276
Closed -$73K – 2242
2013
Q3 		$73K Hold
6,276
– – 0.01% 795
2013
Q2 		$70K Buy
+6,276
New +$74.3K 0.01% 767

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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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM