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Rational Advisors’s Edgewell Personal Care EPC Stock Holding History

Rational 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
2013
Q4 		$192K Sell
2,393
-351
-13% -$26.7K 0.02% 489
2013
Q3 		$185K Sell
2,744
-16
-0.6% -$1.18K 0.01% 523
2013
Q2 		$206K Buy
+2,760
New +$201K 0.02% 504

Other funds holding EPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Rational Advisors's EPC Position: Q4 2013 in Review

Rational Advisors reduced its Edgewell Personal Care (EPC) stake by 13% in Q4 2013, selling an estimated $26.7K and leaving 2,393 shares worth $192K. The position accounts for 0.02% of the portfolio, ranked #489.

Rational Advisors first reported a position in EPC in Q2 2013 and has held it in 3 quarters since. The position peaked at $206K in Q2 2013. 420 funds tracked by Wall St. Rank hold EPC as of Q4 2013.

  • Rational Advisors held 2,393 shares of Edgewell Personal Care worth $192K as of Q4 2013.
  • Rational Advisors sold 351 Edgewell Personal Care shares in Q4 2013, an estimated $26.7K.
  • Edgewell Personal Care made up 0.02% of Rational Advisors's portfolio in Q4 2013, its #489 holding.
  • Rational Advisors first reported a position in Edgewell Personal Care in Q2 2013 and has held it in 3 quarters since.
  • Rational Advisors's Edgewell Personal Care position peaked at $206K in Q2 2013.
  • 420 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.