Willingdon Wealth Management’s Edwards Lifesciences EW Stock Holding History

Willingdon Wealth Management’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 Q4	–	Sell	-36	Closed	-$3K	–	428
2019 Q3	$3K	Buy	+36	New	+$2.53K	﹤0.01%	307
2019 Q2	–	Sell	-30	Closed	-$2K	–	322
2019 Q1	$2K	Buy	+30	New	+$1.71K	﹤0.01%	305
2017 Q2	–	Sell	-16,068	Closed	-$504K	–	122
2017 Q1	$504K	Sell	16,068 -723	-4%	-$22.6K	0.2%	100
2016 Q4	$524K	Buy	+16,791	New	+$544K	0.25%	96
2016 Q2	–	Sell	-17,316	Closed	-$509K	–	119
2016 Q1	$509K	Buy	+17,316	New	+$478K	0.31%	80

Other funds holding EW

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Willingdon Wealth Management's EW Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Edwards Lifesciences (EW) in Q4 2019, closing a stake of 36 shares — an estimated $3K sold.

Willingdon Wealth Management first reported a position in EW in Q1 2016 and held it in 5 quarters. The position peaked at $524K in Q4 2016. 1,093 funds tracked by Wall St. Rank hold EW as of Q4 2019.

Willingdon Wealth Management reported no remaining Edwards Lifesciences position as of Q4 2019 after selling out during the quarter.
Willingdon Wealth Management sold 36 Edwards Lifesciences shares in Q4 2019, an estimated $3K.
Willingdon Wealth Management first reported a position in Edwards Lifesciences in Q1 2016 and held it in 5 quarters.
Willingdon Wealth Management's Edwards Lifesciences position peaked at $524K in Q4 2016.
1,093 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.