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Merriman Wealth Management’s Edgewell Personal Care EPC Stock Holding History

Merriman Wealth Management’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
2015
Q2 		– Sell
-2,024
Closed -$209K – 31
2015
Q1 		$209K Sell
2,024
-809
-29% -$80.2K 0.21% 42
2014
Q4 		$270K Buy
2,833
+1
+0% +$92 0.39% 34
2014
Q3 		$259K Buy
+2,832
New +$253K 0.34% 34

Other funds holding EPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Merriman Wealth Management's EPC Position: Q2 2015 in Review

Merriman Wealth Management sold out of Edgewell Personal Care (EPC) in Q2 2015, closing a stake of 2,024 shares — an estimated $209K sold.

Merriman Wealth Management first reported a position in EPC in Q3 2014 and held it in 3 quarters. The position peaked at $270K in Q4 2014. 346 funds tracked by Wall St. Rank hold EPC as of Q2 2015.

  • Merriman Wealth Management reported no remaining Edgewell Personal Care position as of Q2 2015 after selling out during the quarter.
  • Merriman Wealth Management sold 2,024 Edgewell Personal Care shares in Q2 2015, an estimated $209K.
  • Merriman Wealth Management first reported a position in Edgewell Personal Care in Q3 2014 and held it in 3 quarters.
  • Merriman Wealth Management's Edgewell Personal Care position peaked at $270K in Q4 2014.
  • 346 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q2 2015.

Based on Merriman Wealth Management's 13F filing for Q2 2015, filed 29 Jul 2015.