Paradigm Financial Advisors’s Edgewell Personal Care EPC Stock Holding History

Paradigm Financial 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
2018 Q2	–	Sell	-14,152	Closed	-$766K	–	122
2018 Q1	$766K	Hold	14,152	–	–	0.33%	53
2017 Q4	$759K	Hold	14,152	–	–	0.34%	51
2017 Q3	$839K	Hold	14,152	–	–	0.41%	48
2017 Q2	$878K	Hold	14,152	–	–	0.44%	48
2017 Q1	$911K	Hold	14,152	–	–	0.47%	47
2016 Q4	$831K	Hold	14,152	–	–	0.45%	48
2016 Q3	$915K	Hold	14,152	–	–	0.55%	40
2016 Q2	$961K	Hold	14,152	–	–	0.58%	39
2016 Q1	$855K	Buy	14,152 +7,076	+100%	+$542K	0.33%	41
2015 Q4	$554K	Sell	7,076 -7,076	-50%	-$574K	0.35%	51
2015 Q3	$546K	Buy	14,152 +7,076	+100%	+$640K	0.36%	47
2015 Q2	$930K	Sell	7,076 -2,470	-26%	-$255K	0.7%	36
2015 Q1	$976K	Buy	9,546 +968	+11%	+$95.9K	0.76%	35
2014 Q4	$817K	Hold	8,578	–	–	0.66%	36
2014 Q3	$783K	Hold	8,578	–	–	0.67%	42
2014 Q2	$775K	Hold	8,578	–	–	0.66%	43
2014 Q1	$641K	Hold	8,578	–	–	0.59%	48
2013 Q4	$688K	Buy	+8,578	New	+$653K	0.67%	43

Other funds holding EPC

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LPAM

Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Paradigm Financial Advisors's EPC Position: Q2 2018 in Review

Paradigm Financial Advisors sold out of Edgewell Personal Care (EPC) in Q2 2018, closing a stake of 14,152 shares — an estimated $766K sold.

Paradigm Financial Advisors first reported a position in EPC in Q4 2013 and held it in 18 quarters. The position peaked at $976K in Q1 2015. 292 funds tracked by Wall St. Rank hold EPC as of Q2 2018.

Paradigm Financial Advisors reported no remaining Edgewell Personal Care position as of Q2 2018 after selling out during the quarter.
Paradigm Financial Advisors sold 14,152 Edgewell Personal Care shares in Q2 2018, an estimated $766K.
Paradigm Financial Advisors first reported a position in Edgewell Personal Care in Q4 2013 and held it in 18 quarters.
Paradigm Financial Advisors's Edgewell Personal Care position peaked at $976K in Q1 2015.
292 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q2 2018.

Based on Paradigm Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.