Lenox Wealth Advisors’s Edgewell Personal Care EPC Stock Holding History

Lenox Wealth 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 Q1	–	Sell	-122	Closed	-$9K	–	96
2016 Q4	$9K	Hold	122	–	–	﹤0.01%	96
2016 Q3	$10K	Hold	122	–	–	﹤0.01%	173
2016 Q2	$10K	Hold	122	–	–	﹤0.01%	167
2016 Q1	$10K	Sell	122 -11	-8%	-$843	﹤0.01%	164
2015 Q4	$10K	Buy	133 +11	+9%	+$892	﹤0.01%	178
2015 Q3	$10K	Buy	122 +61	+100%	+$5.52K	﹤0.01%	180
2015 Q2	$8K	Sell	61 -104	-63%	-$10.7K	﹤0.01%	160
2015 Q1	$17K	Hold	165	–	–	0.01%	136
2014 Q4	$16K	Hold	165	–	–	0.01%	146
2014 Q3	$15K	Hold	165	–	–	0.01%	148
2014 Q2	$15K	Hold	165	–	–	0.01%	126
2014 Q1	$12K	Buy	+165	New	+$12.1K	0.01%	121
2013 Q4	–	Sell	-69	Closed	-$5K	–	385
2013 Q3	$5K	Buy	+69	New	+$5.1K	﹤0.01%	162

Other funds holding EPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Lenox Wealth Advisors's EPC Position: Q1 2017 in Review

Lenox Wealth Advisors sold out of Edgewell Personal Care (EPC) in Q1 2017, closing a stake of 122 shares — an estimated $9K sold.

Lenox Wealth Advisors first reported a position in EPC in Q3 2013 and held it in 13 quarters. The position peaked at $17K in Q1 2015. 342 funds tracked by Wall St. Rank hold EPC as of Q1 2017.

Lenox Wealth Advisors reported no remaining Edgewell Personal Care position as of Q1 2017 after selling out during the quarter.
Lenox Wealth Advisors sold 122 Edgewell Personal Care shares in Q1 2017, an estimated $9K.
Lenox Wealth Advisors first reported a position in Edgewell Personal Care in Q3 2013 and held it in 13 quarters.
Lenox Wealth Advisors's Edgewell Personal Care position peaked at $17K in Q1 2015.
342 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q1 2017.

Based on Lenox Wealth Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.