AWM
EPC icon

Affinity Wealth Management’s Edgewell Personal Care EPC Stock Holding History

Affinity Wealth Management’s Portfolio EPC Stock Details EPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-1,987
Closed -$203K – 51
2015
Q1 		$203K Buy
+1,987
New +$197K 0.12% 43

Other funds holding EPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Affinity Wealth Management's EPC Position: Q2 2015 in Review

Affinity Wealth Management sold out of Edgewell Personal Care (EPC) in Q2 2015, closing a stake of 1,987 shares — an estimated $203K sold.

Affinity Wealth Management first reported a position in EPC in Q1 2015 and held it in 1 quarter. The position peaked at $203K in Q1 2015. 346 funds tracked by Wall St. Rank hold EPC as of Q2 2015.

  • Affinity Wealth Management reported no remaining Edgewell Personal Care position as of Q2 2015 after selling out during the quarter.
  • Affinity Wealth Management sold 1,987 Edgewell Personal Care shares in Q2 2015, an estimated $203K.
  • Affinity Wealth Management first reported a position in Edgewell Personal Care in Q1 2015 and held it in 1 quarter.
  • Affinity Wealth Management's Edgewell Personal Care position peaked at $203K in Q1 2015.
  • 346 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q2 2015.

Based on Affinity Wealth Management's 13F filing for Q2 2015, filed 3 Aug 2015.