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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
2016
Q2 		– Sell
-100
Closed -$8K – 860
2016
Q1 		$8K Hold
100
– – ﹤0.01% 810
2015
Q4 		$8K Buy
+100
New +$8.11K ﹤0.01% 835

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.