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Cordasco Financial Network’s Edgewell Personal Care EPC Stock Holding History

Cordasco Financial Network’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
2018
Q3 		– Sell
-98
Closed -$5K – 367
2018
Q2 		$5K Buy
+98
New +$4.5K ﹤0.01% 286

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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Cordasco Financial Network's EPC Position: Q3 2018 in Review

Cordasco Financial Network sold out of Edgewell Personal Care (EPC) in Q3 2018, closing a stake of 98 shares — an estimated $5K sold.

Cordasco Financial Network first reported a position in EPC in Q2 2018 and held it in 1 quarter. The position peaked at $5K in Q2 2018. 279 funds tracked by Wall St. Rank hold EPC as of Q3 2018.

  • Cordasco Financial Network reported no remaining Edgewell Personal Care position as of Q3 2018 after selling out during the quarter.
  • Cordasco Financial Network sold 98 Edgewell Personal Care shares in Q3 2018, an estimated $5K.
  • Cordasco Financial Network first reported a position in Edgewell Personal Care in Q2 2018 and held it in 1 quarter.
  • Cordasco Financial Network's Edgewell Personal Care position peaked at $5K in Q2 2018.
  • 279 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q3 2018.

Based on Cordasco Financial Network's 13F filing for Q3 2018, filed 10 Oct 2018.