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Avantax Planning Partners’s Edgewell Personal Care EPC Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-951
Closed -$44K – 541
2018
Q3 		$44K Buy
+951
New +$50.3K ﹤0.01% 513
2018
Q2 		– Sell
-971
Closed -$47K – 583
2018
Q1 		$47K Buy
+971
New +$52.3K ﹤0.01% 543

Other funds holding EPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
LPAM
Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return

Avantax Planning Partners's EPC Position: Q4 2018 in Review

Avantax Planning Partners sold out of Edgewell Personal Care (EPC) in Q4 2018, closing a stake of 951 shares — an estimated $44K sold.

Avantax Planning Partners first reported a position in EPC in Q1 2018 and held it in 2 quarters. The position peaked at $47K in Q1 2018. 253 funds tracked by Wall St. Rank hold EPC as of Q4 2018.

  • Avantax Planning Partners reported no remaining Edgewell Personal Care position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 951 Edgewell Personal Care shares in Q4 2018, an estimated $44K.
  • Avantax Planning Partners first reported a position in Edgewell Personal Care in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Edgewell Personal Care position peaked at $47K in Q1 2018.
  • 253 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.