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Bison Wealth’s Edgewell Personal Care EPC Stock Holding History

Bison Wealth’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
2016
Q3 		– Sell
-4,932
Closed -$416K – 187
2016
Q2 		$416K Buy
+4,932
New +$398K 0.25% 119

Other funds holding EPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bison Wealth's EPC Position: Q3 2016 in Review

Bison Wealth sold out of Edgewell Personal Care (EPC) in Q3 2016, closing a stake of 4,932 shares — an estimated $416K sold.

Bison Wealth first reported a position in EPC in Q2 2016 and held it in 1 quarter. The position peaked at $416K in Q2 2016. 346 funds tracked by Wall St. Rank hold EPC as of Q3 2016.

  • Bison Wealth reported no remaining Edgewell Personal Care position as of Q3 2016 after selling out during the quarter.
  • Bison Wealth sold 4,932 Edgewell Personal Care shares in Q3 2016, an estimated $416K.
  • Bison Wealth first reported a position in Edgewell Personal Care in Q2 2016 and held it in 1 quarter.
  • Bison Wealth's Edgewell Personal Care position peaked at $416K in Q2 2016.
  • 346 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q3 2016.

Based on Bison Wealth's 13F filing for Q3 2016, filed 14 Nov 2016.