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

Reilly 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
2020
Q3 		– Sell
-100
Closed -$3K – 863
2020
Q2 		$3K Hold
100
– – ﹤0.01% 757
2020
Q1 		$2K Hold
100
– – ﹤0.01% 781
2019
Q4 		$3K Hold
100
– – ﹤0.01% 773
2019
Q3 		$3K Hold
100
– – ﹤0.01% 787
2019
Q2 		$3K Hold
100
– – ﹤0.01% 827
2019
Q1 		$4K Hold
100
– – ﹤0.01% 821
2018
Q4 		$4K Sell
100
-109
-52% -$4.75K ﹤0.01% 782
2018
Q3 		$10K Hold
209
– – ﹤0.01% 690
2018
Q2 		$11K Hold
209
– – ﹤0.01% 638
2018
Q1 		$10K Hold
209
– – ﹤0.01% 646
2017
Q4 		$12K Hold
209
– – ﹤0.01% 615
2017
Q3 		$15K Hold
209
– – ﹤0.01% 555
2017
Q2 		$16K Buy
209
+109
+109% +$8.02K ﹤0.01% 549
2017
Q1 		$7K Hold
100
– – ﹤0.01% 672
2016
Q4 		$7K Hold
100
– – ﹤0.01% 608
2016
Q3 		$8K Hold
100
– – ﹤0.01% 570
2016
Q2 		$8K Buy
+100
New +$8.08K ﹤0.01% 531
2015
Q4 		– Sell
-100
Closed -$8.11K – 1261
2015
Q3 		$8K Buy
+100
New +$9.05K ﹤0.01% 840
2015
Q2 		– Sell
-135
Closed -$14K – 1377
2015
Q1 		$14K Hold
135
– – ﹤0.01% 754
2014
Q4 		$13K Hold
135
– – ﹤0.01% 462
2014
Q3 		$12K Hold
135
– – ﹤0.01% 488
2014
Q2 		$12K Hold
135
– – ﹤0.01% 518
2014
Q1 		$10K Hold
135
– – ﹤0.01% 549
2013
Q4 		$11K Hold
135
– – ﹤0.01% 511
2013
Q3 		$9K Hold
135
– – ﹤0.01% 491
2013
Q2 		$10K Buy
+135
New +$9.82K ﹤0.01% 468

Other funds holding EPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Reilly Financial Advisors's EPC Position: Q3 2020 in Review

Reilly Financial Advisors sold out of Edgewell Personal Care (EPC) in Q3 2020, closing a stake of 100 shares — an estimated $3K sold.

Reilly Financial Advisors first reported a position in EPC in Q2 2013 and held it in 26 quarters. The position peaked at $16K in Q2 2017. 210 funds tracked by Wall St. Rank hold EPC as of Q3 2020.

  • Reilly Financial Advisors reported no remaining Edgewell Personal Care position as of Q3 2020 after selling out during the quarter.
  • Reilly Financial Advisors sold 100 Edgewell Personal Care shares in Q3 2020, an estimated $3K.
  • Reilly Financial Advisors first reported a position in Edgewell Personal Care in Q2 2013 and held it in 26 quarters.
  • Reilly Financial Advisors's Edgewell Personal Care position peaked at $16K in Q2 2017.
  • 210 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q3 2020.

Based on Reilly Financial Advisors's 13F filing for Q3 2020, filed 6 Nov 2020.