BWM
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Braver Wealth Management’s Edgewell Personal Care EPC Stock Holding History

Braver 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
Q3 		– Sell
-9,237
Closed -$1.22M – 81
2015
Q2 		$1.22M Sell
9,237
-4,701
-34% -$485K 0.3% 57
2015
Q1 		$1.43M Sell
13,938
-166
-1% -$16.4K 0.29% 56
2014
Q4 		$1.34M Buy
14,104
+2,582
+22% +$237K 0.28% 51
2014
Q3 		$1.05M Sell
11,522
-71
-0.6% -$6.35K 0.32% 53
2014
Q2 		$1.05M Sell
11,593
-177
-2% -$14.6K 0.27% 57
2014
Q1 		$879K Sell
11,770
-7,625
-39% -$558K 0.25% 54
2013
Q4 		$1.56M Buy
19,395
+15,618
+414% +$1.19M 0.54% 34
2013
Q3 		$255K Buy
+3,777
New +$279K 0.09% 76

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PI
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State Street
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BFA
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BIT
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.44B AUM 28.5% 1-Year Est. Return