Mount Yale Investment Advisors
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Mount Yale Investment Advisors’s Edgewell Personal Care EPC Stock Holding History

Mount Yale Investment 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
2019
Q2 		– Sell
-5,505
Closed -$242K – 326
2019
Q1 		$242K Sell
5,505
-137
-2% -$5.71K 0.05% 273
2018
Q4 		$241K Sell
5,642
-1,331
-19% -$58.1K 0.05% 279
2018
Q3 		$331K Sell
6,973
-452
-6% -$23.9K 0.06% 236
2018
Q2 		$375K Buy
7,425
+1,528
+26% +$70.2K 0.07% 224
2018
Q1 		$288K Buy
+5,897
New +$318K 0.06% 245

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GAMCO Investors
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Armistice Capital
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Mount Yale Investment Advisors's EPC Position: Q2 2019 in Review

Mount Yale Investment Advisors sold out of Edgewell Personal Care (EPC) in Q2 2019, closing a stake of 5,505 shares — an estimated $242K sold.

Mount Yale Investment Advisors first reported a position in EPC in Q1 2018 and held it in 5 quarters. The position peaked at $375K in Q2 2018. 250 funds tracked by Wall St. Rank hold EPC as of Q2 2019.

  • Mount Yale Investment Advisors reported no remaining Edgewell Personal Care position as of Q2 2019 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 5,505 Edgewell Personal Care shares in Q2 2019, an estimated $242K.
  • Mount Yale Investment Advisors first reported a position in Edgewell Personal Care in Q1 2018 and held it in 5 quarters.
  • Mount Yale Investment Advisors's Edgewell Personal Care position peaked at $375K in Q2 2018.
  • 250 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q2 2019.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.