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

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

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

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

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

WFG Advisors's EW Position: Q2 2017 in Review

WFG Advisors sold out of Edwards Lifesciences (EW) in Q2 2017, closing a stake of 7,740 shares — an estimated $243K sold.

WFG Advisors first reported a position in EW in Q2 2013 and held it in 15 quarters. The position peaked at $282K in Q3 2016. 721 funds tracked by Wall St. Rank hold EW as of Q2 2017.

WFG Advisors reported no remaining Edwards Lifesciences position as of Q2 2017 after selling out during the quarter.
WFG Advisors sold 7,740 Edwards Lifesciences shares in Q2 2017, an estimated $243K.
WFG Advisors first reported a position in Edwards Lifesciences in Q2 2013 and held it in 15 quarters.
WFG Advisors's Edwards Lifesciences position peaked at $282K in Q3 2016.
721 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.