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Retirement Planning Group (Kansas)’s Edgewell Personal Care EPC Stock Holding History

Retirement Planning Group (Kansas)’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
Q4 		– Sell
-4,394
Closed -$203K – 68
2018
Q3 		$203K Hold
4,394
– – 0.05% 53
2018
Q2 		$222K Hold
4,394
– – 0.06% 50
2018
Q1 		$215K Sell
4,394
-4,395
-50% -$237K 0.06% 50
2017
Q4 		$522K Buy
+8,789
New +$553K 0.14% 31

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
LPAM
Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return

Retirement Planning Group (Kansas)'s EPC Position: Q4 2018 in Review

Retirement Planning Group (Kansas) sold out of Edgewell Personal Care (EPC) in Q4 2018, closing a stake of 4,394 shares — an estimated $203K sold.

Retirement Planning Group (Kansas) first reported a position in EPC in Q4 2017 and held it in 4 quarters. The position peaked at $522K in Q4 2017. 253 funds tracked by Wall St. Rank hold EPC as of Q4 2018.

  • Retirement Planning Group (Kansas) reported no remaining Edgewell Personal Care position as of Q4 2018 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 4,394 Edgewell Personal Care shares in Q4 2018, an estimated $203K.
  • Retirement Planning Group (Kansas) first reported a position in Edgewell Personal Care in Q4 2017 and held it in 4 quarters.
  • Retirement Planning Group (Kansas)'s Edgewell Personal Care position peaked at $522K in Q4 2017.
  • 253 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q4 2018.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q4 2018, filed 6 Feb 2019.