Shelton Capital Management’s Edgewell Personal Care EPC Stock Holding History

Shelton Capital Management’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 Q1	–	Sell	-4,429	Closed	-$263K	–	858
2017 Q4	$263K	Hold	4,429	–	–	0.02%	656
2017 Q3	$322K	Hold	4,429	–	–	0.02%	529
2017 Q2	$337K	Hold	4,429	–	–	0.02%	510
2017 Q1	$324K	Hold	4,429	–	–	0.02%	538
2016 Q4	$323K	Sell	4,429 -1,520	-26%	-$118K	0.02%	583
2016 Q3	$473K	Hold	5,949	–	–	0.04%	384
2016 Q2	$502K	Hold	5,949	–	–	0.04%	369
2016 Q1	$479K	Hold	5,949	–	–	0.04%	375
2015 Q4	$466K	Hold	5,949	–	–	0.05%	373
2015 Q3	$485K	Hold	5,949	–	–	0.05%	355
2015 Q2	$783K	Sell	5,949 -2,076	-26%	-$214K	0.08%	230
2015 Q1	$821K	Sell	8,025 -564	-7%	-$55.9K	0.09%	234
2014 Q4	$819K	Sell	8,589 -698	-8%	-$64.2K	0.1%	203
2014 Q3	$848K	Hold	9,287	–	–	0.11%	180
2014 Q2	$840K	Hold	9,287	–	–	0.12%	181
2014 Q1	$693K	Hold	9,287	–	–	0.1%	211
2013 Q4	$745K	Hold	9,287	–	–	0.11%	187
2013 Q3	$627K	Hold	9,287	–	–	0.1%	211
2013 Q2	$692K	Buy	+9,287	New	+$676K	0.13%	170

Other funds holding EPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Shelton Capital Management's EPC Position: Q1 2018 in Review

Shelton Capital Management sold out of Edgewell Personal Care (EPC) in Q1 2018, closing a stake of 4,429 shares — an estimated $263K sold.

Shelton Capital Management first reported a position in EPC in Q2 2013 and held it in 19 quarters. The position peaked at $848K in Q3 2014. 303 funds tracked by Wall St. Rank hold EPC as of Q1 2018.

Shelton Capital Management reported no remaining Edgewell Personal Care position as of Q1 2018 after selling out during the quarter.
Shelton Capital Management sold 4,429 Edgewell Personal Care shares in Q1 2018, an estimated $263K.
Shelton Capital Management first reported a position in Edgewell Personal Care in Q2 2013 and held it in 19 quarters.
Shelton Capital Management's Edgewell Personal Care position peaked at $848K in Q3 2014.
303 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q1 2018.

Based on Shelton Capital Management's 13F filing for Q1 2018, filed 15 May 2018.