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River Wealth Advisors’s Edgewell Personal Care EPC Stock Holding History

River Wealth 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
2019
Q1 		– Sell
-850
Closed -$32K – 240
2018
Q4 		$32K Sell
850
-450
-35% -$19.6K 0.01% 295
2018
Q3 		$60K Hold
1,300
– – 0.02% 262
2018
Q2 		$66K Buy
+1,300
New +$59.7K 0.03% 244

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

River Wealth Advisors's EPC Position: Q1 2019 in Review

River Wealth Advisors sold out of Edgewell Personal Care (EPC) in Q1 2019, closing a stake of 850 shares — an estimated $32K sold.

River Wealth Advisors first reported a position in EPC in Q2 2018 and held it in 3 quarters. The position peaked at $66K in Q2 2018. 261 funds tracked by Wall St. Rank hold EPC as of Q1 2019.

  • River Wealth Advisors reported no remaining Edgewell Personal Care position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 850 Edgewell Personal Care shares in Q1 2019, an estimated $32K.
  • River Wealth Advisors first reported a position in Edgewell Personal Care in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Edgewell Personal Care position peaked at $66K in Q2 2018.
  • 261 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.