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Gideon Capital Advisors’s Edgewell Personal Care EPC Stock Holding History

Gideon Capital 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
2017
Q2 		– Sell
-2,983
Closed -$218K – 295
2017
Q1 		$218K Buy
+2,983
New +$227K 0.13% 351
2015
Q1 		– Sell
-5,107
Closed -$487K – 251
2014
Q4 		$487K Buy
+5,107
New +$470K 0.23% 121

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Gideon Capital Advisors's EPC Position: Q2 2017 in Review

Gideon Capital Advisors sold out of Edgewell Personal Care (EPC) in Q2 2017, closing a stake of 2,983 shares — an estimated $218K sold.

Gideon Capital Advisors first reported a position in EPC in Q4 2014 and held it in 2 quarters. The position peaked at $487K in Q4 2014. 310 funds tracked by Wall St. Rank hold EPC as of Q2 2017.

  • Gideon Capital Advisors reported no remaining Edgewell Personal Care position as of Q2 2017 after selling out during the quarter.
  • Gideon Capital Advisors sold 2,983 Edgewell Personal Care shares in Q2 2017, an estimated $218K.
  • Gideon Capital Advisors first reported a position in Edgewell Personal Care in Q4 2014 and held it in 2 quarters.
  • Gideon Capital Advisors's Edgewell Personal Care position peaked at $487K in Q4 2014.
  • 310 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q2 2017.

Based on Gideon Capital Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.