Edge Asset Management
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Edge Asset Management’s Edgewell Personal Care EPC Stock Holding History

Edge Asset 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
-2,245
Closed -$295K – 282
2015
Q2 		$295K Sell
2,245
-858
-28% -$88.5K ﹤0.01% 281
2015
Q1 		$318K Hold
3,103
– – ﹤0.01% 287
2014
Q4 		$296K Buy
+3,103
New +$285K ﹤0.01% 292

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Putnam Investments
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.62B AUM 39.13% 1-Year Est. Return

Edge Asset Management's EPC Position: Q3 2015 in Review

Edge Asset Management sold out of Edgewell Personal Care (EPC) in Q3 2015, closing a stake of 2,245 shares — an estimated $295K sold.

Edge Asset Management first reported a position in EPC in Q4 2014 and held it in 3 quarters. The position peaked at $318K in Q1 2015. 354 funds tracked by Wall St. Rank hold EPC as of Q3 2015.

  • Edge Asset Management reported no remaining Edgewell Personal Care position as of Q3 2015 after selling out during the quarter.
  • Edge Asset Management sold 2,245 Edgewell Personal Care shares in Q3 2015, an estimated $295K.
  • Edge Asset Management first reported a position in Edgewell Personal Care in Q4 2014 and held it in 3 quarters.
  • Edge Asset Management's Edgewell Personal Care position peaked at $318K in Q1 2015.
  • 354 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q3 2015.

Based on Edge Asset Management's 13F filing for Q3 2015, filed 9 Nov 2015.