Capstone Investment Advisors
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Capstone Investment Advisors’s Edgewell Personal Care EPC Stock Holding History

Capstone Investment Advisors’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
2017
Q3 		– Sell
-6,716
Closed -$510K – 596
2017
Q2 		$510K Sell
6,716
-20,000
-75% -$1.47M 0.01% 413
2017
Q1 		$1.95M Sell
26,716
-72,207
-73% -$5.5M 0.05% 290
2016
Q4 		$7.22M Buy
+98,923
New +$7.65M 0.22% 90
2016
Q2 		– Sell
-16,978
Closed -$1.37M – 730
2016
Q1 		$1.37M Buy
+16,978
New +$1.3M 0.04% 253

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

Capstone Investment Advisors's EPC Position: Q3 2017 in Review

Capstone Investment Advisors sold out of Edgewell Personal Care (EPC) in Q3 2017, closing a stake of 6,716 shares — an estimated $510K sold.

Capstone Investment Advisors first reported a position in EPC in Q1 2016 and held it in 4 quarters. The position peaked at $7.22M in Q4 2016. 314 funds tracked by Wall St. Rank hold EPC as of Q3 2017.

  • Capstone Investment Advisors reported no remaining Edgewell Personal Care position as of Q3 2017 after selling out during the quarter.
  • Capstone Investment Advisors sold 6,716 Edgewell Personal Care shares in Q3 2017, an estimated $510K.
  • Capstone Investment Advisors first reported a position in Edgewell Personal Care in Q1 2016 and held it in 4 quarters.
  • Capstone Investment Advisors's Edgewell Personal Care position peaked at $7.22M in Q4 2016.
  • 314 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q3 2017.

Based on Capstone Investment Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.