Evercore Wealth Management’s Edgewell Personal Care EPC Stock Holding History

Evercore Wealth 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
2016 Q4	–	Sell	-588	Closed	-$47K	–	1039
2016 Q3	$47K	Buy	588 +188	+47%	+$15.2K	﹤0.01%	608
2016 Q2	$34K	Buy	400 +300	+300%	+$24.2K	﹤0.01%	659
2016 Q1	$8K	Hold	100	–	–	﹤0.01%	822
2015 Q4	$8K	Hold	100	–	–	﹤0.01%	873
2015 Q3	$8K	Hold	100	–	–	﹤0.01%	858
2015 Q2	$13K	Sell	100 -35	-26%	-$3.61K	﹤0.01%	856
2015 Q1	$14K	Hold	135	–	–	﹤0.01%	831
2014 Q4	$13K	Hold	135	–	–	﹤0.01%	719
2014 Q3	$12K	Hold	135	–	–	﹤0.01%	802
2014 Q2	$12K	Hold	135	–	–	﹤0.01%	810
2014 Q1	$10K	Hold	135	–	–	﹤0.01%	824
2013 Q4	$11K	Sell	135 -26	-16%	-$1.98K	﹤0.01%	751
2013 Q3	$11K	Buy	161 +26	+19%	+$1.92K	﹤0.01%	744
2013 Q2	$10K	Buy	+135	New	+$9.82K	﹤0.01%	723

Other funds holding EPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Evercore Wealth Management's EPC Position: Q4 2016 in Review

Evercore Wealth Management sold out of Edgewell Personal Care (EPC) in Q4 2016, closing a stake of 588 shares — an estimated $47K sold.

Evercore Wealth Management first reported a position in EPC in Q2 2013 and held it in 14 quarters. The position peaked at $47K in Q3 2016. 352 funds tracked by Wall St. Rank hold EPC as of Q4 2016.

Evercore Wealth Management reported no remaining Edgewell Personal Care position as of Q4 2016 after selling out during the quarter.
Evercore Wealth Management sold 588 Edgewell Personal Care shares in Q4 2016, an estimated $47K.
Evercore Wealth Management first reported a position in Edgewell Personal Care in Q2 2013 and held it in 14 quarters.
Evercore Wealth Management's Edgewell Personal Care position peaked at $47K in Q3 2016.
352 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.