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Simon Quick Advisors’s Edgewell Personal Care EPC Stock Holding History

Simon Quick 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
-10
Closed – – 409
2018
Q4 		$0 Buy
+10
New +$436 ﹤0.01% 339
2017
Q4 		– Sell
-10
Closed -$1K – 479
2017
Q3 		$1K Buy
+10
New +$737 ﹤0.01% 498
2017
Q2 		– Sell
-10
Closed -$1K – 315
2017
Q1 		$1K Buy
+10
New +$761 ﹤0.01% 321

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

Simon Quick Advisors's EPC Position: Q1 2019 in Review

Simon Quick Advisors sold out of Edgewell Personal Care (EPC) in Q1 2019, closing a stake of 10 shares.

Simon Quick Advisors first reported a position in EPC in Q1 2017 and held it in 3 quarters. The position peaked at $1K in Q3 2017. 261 funds tracked by Wall St. Rank hold EPC as of Q1 2019.

  • Simon Quick Advisors reported no remaining Edgewell Personal Care position as of Q1 2019 after selling out during the quarter.
  • Simon Quick Advisors sold 10 Edgewell Personal Care shares in Q1 2019.
  • Simon Quick Advisors first reported a position in Edgewell Personal Care in Q1 2017 and held it in 3 quarters.
  • Simon Quick Advisors's Edgewell Personal Care position peaked at $1K in Q3 2017.
  • 261 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q1 2019.

Based on Simon Quick Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.