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Constellation Wealth Advisors’s Edgewell Personal Care EPC Stock Holding History

Constellation Wealth 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
2015
Q3 		– Sell
-2,400
Closed -$316K – 106
2015
Q2 		$316K Sell
2,400
-433
-15% -$44.7K 0.03% 158
2015
Q1 		$290K Hold
2,833
– – 0.03% 163
2014
Q4 		$270K Buy
2,833
+135
+5% +$12.4K 0.02% 162
2014
Q3 		$246K Buy
+2,698
New +$241K 0.02% 181
2014
Q1 		– Sell
-2,833
Closed -$227K – 190
2013
Q4 		$227K Sell
2,833
-270
-9% -$20.5K 0.02% 185
2013
Q3 		$210K Buy
3,103
+270
+10% +$20K 0.02% 184
2013
Q2 		$211K Buy
+2,833
New +$206K 0.03% 180

Other funds holding EPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
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

Constellation Wealth Advisors's EPC Position: Q3 2015 in Review

Constellation Wealth Advisors sold out of Edgewell Personal Care (EPC) in Q3 2015, closing a stake of 2,400 shares — an estimated $316K sold.

Constellation Wealth Advisors first reported a position in EPC in Q2 2013 and held it in 7 quarters. The position peaked at $316K in Q2 2015. 354 funds tracked by Wall St. Rank hold EPC as of Q3 2015.

  • Constellation Wealth Advisors reported no remaining Edgewell Personal Care position as of Q3 2015 after selling out during the quarter.
  • Constellation Wealth Advisors sold 2,400 Edgewell Personal Care shares in Q3 2015, an estimated $316K.
  • Constellation Wealth Advisors first reported a position in Edgewell Personal Care in Q2 2013 and held it in 7 quarters.
  • Constellation Wealth Advisors's Edgewell Personal Care position peaked at $316K in Q2 2015.
  • 354 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q3 2015.

Based on Constellation Wealth Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.