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

Choate 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
Q4 		– Sell
-3,180
Closed -$231K – 242
2017
Q3 		$231K Hold
3,180
– – 0.01% 227
2017
Q2 		$242K Sell
3,180
-395
-11% -$29.1K 0.01% 223
2017
Q1 		$261K Hold
3,575
– – 0.02% 224
2016
Q4 		$261K Hold
3,575
– – 0.02% 213
2016
Q3 		$284K Hold
3,575
– – 0.02% 200
2016
Q2 		$302K Sell
3,575
-1,036
-22% -$83.7K 0.02% 188
2016
Q1 		$371K Sell
4,611
-6,051
-57% -$464K 0.03% 178
2015
Q4 		$1.37M Buy
10,662
+4,763
+81% +$386K 0.1% 102
2015
Q3 		$481K Sell
5,899
-1,423
-19% -$129K 0.03% 160
2015
Q2 		$963K Sell
7,322
-2,650
-27% -$273K 0.06% 111
2015
Q1 		$1.02M Sell
9,972
-4,411
-31% -$437K 0.06% 114
2014
Q4 		$1.37M Sell
14,383
-2,852
-17% -$262K 0.08% 101
2014
Q3 		$1.57M Sell
17,235
-8,602
-33% -$770K 0.1% 91
2014
Q2 		$2.28M Sell
25,837
-7,423
-22% -$610K 0.13% 76
2014
Q1 		$2.06M Buy
33,260
+4,606
+16% +$337K 0.13% 82
2013
Q4 		$2.3M Sell
28,654
-1,650
-5% -$126K 0.15% 80
2013
Q3 		$2.05M Buy
30,304
+215
+0.7% +$15.9K 0.15% 85
2013
Q2 		$2.24M Buy
+30,089
New +$2.19M 0.18% 78

Other funds holding EPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Choate Investment Advisors's EPC Position: Q4 2017 in Review

Choate Investment Advisors sold out of Edgewell Personal Care (EPC) in Q4 2017, closing a stake of 3,180 shares — an estimated $231K sold.

Choate Investment Advisors first reported a position in EPC in Q2 2013 and held it in 18 quarters. The position peaked at $2.3M in Q4 2013. 319 funds tracked by Wall St. Rank hold EPC as of Q4 2017.

  • Choate Investment Advisors reported no remaining Edgewell Personal Care position as of Q4 2017 after selling out during the quarter.
  • Choate Investment Advisors sold 3,180 Edgewell Personal Care shares in Q4 2017, an estimated $231K.
  • Choate Investment Advisors first reported a position in Edgewell Personal Care in Q2 2013 and held it in 18 quarters.
  • Choate Investment Advisors's Edgewell Personal Care position peaked at $2.3M in Q4 2013.
  • 319 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q4 2017.

Based on Choate Investment Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.