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Laurel Wealth Advisors (California)’s Edgewell Personal Care EPC Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		– Sell
-2,935
Closed -$233K – 283
2016
Q3 		$233K Sell
2,935
-140
-5% -$11.3K 0.11% 211
2016
Q2 		$260K Hold
3,075
– – 0.12% 197
2016
Q1 		$248K Sell
3,075
-69
-2% -$5.29K 0.12% 201
2015
Q4 		$246K Buy
+3,144
New +$255K 0.13% 196

Other funds holding EPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Laurel Wealth Advisors (California)'s EPC Position: Q4 2016 in Review

Laurel Wealth Advisors (California) sold out of Edgewell Personal Care (EPC) in Q4 2016, closing a stake of 2,935 shares — an estimated $233K sold.

Laurel Wealth Advisors (California) first reported a position in EPC in Q4 2015 and held it in 4 quarters. The position peaked at $260K in Q2 2016. 352 funds tracked by Wall St. Rank hold EPC as of Q4 2016.

  • Laurel Wealth Advisors (California) reported no remaining Edgewell Personal Care position as of Q4 2016 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 2,935 Edgewell Personal Care shares in Q4 2016, an estimated $233K.
  • Laurel Wealth Advisors (California) first reported a position in Edgewell Personal Care in Q4 2015 and held it in 4 quarters.
  • Laurel Wealth Advisors (California)'s Edgewell Personal Care position peaked at $260K in Q2 2016.
  • 352 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q4 2016.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2016, filed 14 Feb 2017.