Herndon Capital Management’s EPAM Systems EPAM Stock Holding History

Herndon Capital Management’s Portfolio EPAM Stock Details EPAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$35K	Hold	415	–	–	0.01%	76
2017 Q1	$31K	Hold	415	–	–	﹤0.01%	78
2016 Q4	$27K	Buy	415 +19	+5%	+$1.22K	﹤0.01%	89
2016 Q3	$27K	Sell	396 -324	-45%	-$22K	﹤0.01%	123
2016 Q2	$46K	Buy	720 +64	+10%	+$4.67K	﹤0.01%	146
2016 Q1	$49K	Buy	656 +33	+5%	+$2.28K	﹤0.01%	155
2015 Q4	$49K	Buy	+623	New	+$48.6K	﹤0.01%	157

Other funds holding EPAM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Herndon Capital Management's EPAM Position: Q2 2017 in Review

Herndon Capital Management held its EPAM Systems (EPAM) position steady in Q2 2017 at 415 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #76.

Herndon Capital Management first reported a position in EPAM in Q4 2015 and has held it in 7 quarters since. The position peaked at $49K in Q1 2016. 240 funds tracked by Wall St. Rank hold EPAM as of Q2 2017.

Herndon Capital Management held 415 shares of EPAM Systems worth $35K as of Q2 2017.
Herndon Capital Management left its EPAM Systems share count unchanged in Q2 2017.
EPAM Systems made up 0.01% of Herndon Capital Management's portfolio in Q2 2017, its #76 holding.
Herndon Capital Management first reported a position in EPAM Systems in Q4 2015 and has held it in 7 quarters since.
Herndon Capital Management's EPAM Systems position peaked at $49K in Q1 2016.
240 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2017.

Based on Herndon Capital Management's 13F filing for Q2 2017, filed 4 Aug 2017.