WIL
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Winifred I. Li’s Edwards Lifesciences EW Stock Holding History

Winifred I. Li’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
2014
Q4 		$12K Buy
570
+486
+579% +$9.76K 0.01% 398
2014
Q3 		$1K Buy
+84
New +$1.33K ﹤0.01% 419
2014
Q1 		– Sell
-8,400
Closed -$92K – 400
2013
Q4 		$92K Sell
8,400
-6,900
-45% -$77.8K 0.08% 203
2013
Q3 		$178K Sell
15,300
-5,850
-28% -$68.4K 0.16% 131
2013
Q2 		$237K Buy
+21,150
New +$250K 0.22% 113

Other funds holding EW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Winifred I. Li's EW Position: Q4 2014 in Review

Winifred I. Li increased its Edwards Lifesciences (EW) stake by 579% in Q4 2014, buying an estimated $9.76K and bringing the position to 570 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #398.

Winifred I. Li first reported a position in EW in Q2 2013 and has held it in 5 quarters since. The position peaked at $237K in Q2 2013. 557 funds tracked by Wall St. Rank hold EW as of Q4 2014.

  • Winifred I. Li held 570 shares of Edwards Lifesciences worth $12K as of Q4 2014.
  • Winifred I. Li bought 486 Edwards Lifesciences shares in Q4 2014, an estimated $9.76K.
  • Edwards Lifesciences made up 0.01% of Winifred I. Li's portfolio in Q4 2014, its #398 holding.
  • Winifred I. Li first reported a position in Edwards Lifesciences in Q2 2013 and has held it in 5 quarters since.
  • Winifred I. Li's Edwards Lifesciences position peaked at $237K in Q2 2013.
  • 557 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.