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

Gupta 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
Q1 		$15K Buy
+191
New +$14.6K ﹤0.01% 749
2015
Q4 		– Sell
-178
Closed -$15K – 1278
2015
Q3 		$15K Buy
+178
New +$16.1K ﹤0.01% 778

Other funds holding EPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Gupta Wealth Management's EPC Position: Q1 2016 in Review

Gupta Wealth Management opened a new position in Edgewell Personal Care (EPC) in Q1 2016: 191 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #749 among its holdings. This is a return to the name: Gupta Wealth Management previously reported a position in EPC as recently as Q3 2015.

Gupta Wealth Management first reported a position in EPC in Q3 2015 and has held it in 2 quarters since. 354 funds tracked by Wall St. Rank hold EPC as of Q1 2016.

  • Gupta Wealth Management held 191 shares of Edgewell Personal Care worth $15K as of Q1 2016.
  • Edgewell Personal Care was a new Gupta Wealth Management position in Q1 2016.
  • Edgewell Personal Care made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #749 holding.
  • Gupta Wealth Management first reported a position in Edgewell Personal Care in Q3 2015 and has held it in 2 quarters since.
  • 354 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.