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JNBA Financial Advisors’s Edgewell Personal Care EPC Stock Holding History

JNBA Financial 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
2018
Q2 		– Sell
-41
Closed -$2K – 533
2018
Q1 		$2K Hold
41
– – ﹤0.01% 458
2017
Q4 		$2K Hold
41
– – ﹤0.01% 447
2017
Q3 		$3K Hold
41
– – ﹤0.01% 420
2017
Q2 		$3K Hold
41
– – ﹤0.01% 405
2017
Q1 		$3K Buy
+41
New +$3.12K ﹤0.01% 416
2016
Q4 		– Sell
-73
Closed -$6K – 739
2016
Q3 		$6K Buy
+73
New +$5.89K ﹤0.01% 1172

Other funds holding EPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LPAM
Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JNBA Financial Advisors's EPC Position: Q2 2018 in Review

JNBA Financial Advisors sold out of Edgewell Personal Care (EPC) in Q2 2018, closing a stake of 41 shares — an estimated $2K sold.

JNBA Financial Advisors first reported a position in EPC in Q3 2016 and held it in 6 quarters. The position peaked at $6K in Q3 2016. 292 funds tracked by Wall St. Rank hold EPC as of Q2 2018.

  • JNBA Financial Advisors reported no remaining Edgewell Personal Care position as of Q2 2018 after selling out during the quarter.
  • JNBA Financial Advisors sold 41 Edgewell Personal Care shares in Q2 2018, an estimated $2K.
  • JNBA Financial Advisors first reported a position in Edgewell Personal Care in Q3 2016 and held it in 6 quarters.
  • JNBA Financial Advisors's Edgewell Personal Care position peaked at $6K in Q3 2016.
  • 292 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q2 2018.

Based on JNBA Financial Advisors's 13F filing for Q2 2018, filed 17 Jul 2018.