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Measured Wealth Private Client Group’s EPAM Systems EPAM Stock Holding History

Measured Wealth Private Client Group’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
2019
Q3 		– Sell
-2,645
Closed -$458K – 157
2019
Q2 		$458K Sell
2,645
-3,730
-59% -$642K 0.26% 73
2019
Q1 		$1.08M Buy
6,375
+4,425
+227% +$663K 0.66% 26
2018
Q4 		$226K Sell
1,950
-1,275
-40% -$156K 0.2% 87
2018
Q3 		$440K Sell
3,225
-860
-21% -$116K 0.26% 60
2018
Q2 		$507K Buy
+4,085
New +$491K 0.41% 40

Other funds holding EPAM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Measured Wealth Private Client Group's EPAM Position: Q3 2019 in Review

Measured Wealth Private Client Group sold out of EPAM Systems (EPAM) in Q3 2019, closing a stake of 2,645 shares — an estimated $458K sold.

Measured Wealth Private Client Group first reported a position in EPAM in Q2 2018 and held it in 5 quarters. The position peaked at $1.08M in Q1 2019. 386 funds tracked by Wall St. Rank hold EPAM as of Q3 2019.

  • Measured Wealth Private Client Group reported no remaining EPAM Systems position as of Q3 2019 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 2,645 EPAM Systems shares in Q3 2019, an estimated $458K.
  • Measured Wealth Private Client Group first reported a position in EPAM Systems in Q2 2018 and held it in 5 quarters.
  • Measured Wealth Private Client Group's EPAM Systems position peaked at $1.08M in Q1 2019.
  • 386 funds tracked by Wall St. Rank held EPAM Systems as of Q3 2019.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2019, filed 11 Oct 2019.