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Freedom Investment Management’s Edgewell Personal Care EPC Stock Holding History

Freedom Investment 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
2017
Q3 		– Sell
-24,303
Closed -$1.17M – 1116
2017
Q2 		$1.17M Buy
24,303
+3,872
+19% +$285K 0.07% 259
2017
Q1 		$1.14M Buy
20,431
+5,461
+36% +$416K 0.07% 253
2016
Q4 		$668K Buy
+14,970
New +$1.16M 0.04% 390

Other funds holding EPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Freedom Investment Management's EPC Position: Q3 2017 in Review

Freedom Investment Management sold out of Edgewell Personal Care (EPC) in Q3 2017, closing a stake of 24,303 shares — an estimated $1.17M sold.

Freedom Investment Management first reported a position in EPC in Q4 2016 and held it in 3 quarters. The position peaked at $1.17M in Q2 2017. 314 funds tracked by Wall St. Rank hold EPC as of Q3 2017.

  • Freedom Investment Management reported no remaining Edgewell Personal Care position as of Q3 2017 after selling out during the quarter.
  • Freedom Investment Management sold 24,303 Edgewell Personal Care shares in Q3 2017, an estimated $1.17M.
  • Freedom Investment Management first reported a position in Edgewell Personal Care in Q4 2016 and held it in 3 quarters.
  • Freedom Investment Management's Edgewell Personal Care position peaked at $1.17M in Q2 2017.
  • 314 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q3 2017.

Based on Freedom Investment Management's 13F filing for Q3 2017, filed 3 Oct 2017.