SPC
EPC icon

Stewart & Patten Company’s Edgewell Personal Care EPC Stock Holding History

Stewart & Patten Company’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
2015
Q3 		– Sell
-1,600
Closed -$210K – 96
2015
Q2 		$210K Sell
1,600
-558
-26% -$57.6K 0.04% 89
2015
Q1 		$221K Hold
2,158
– – 0.05% 88
2014
Q4 		$206K Buy
+2,158
New +$198K 0.04% 95

Other funds holding EPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Putnam Investments
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.62B AUM 39.13% 1-Year Est. Return

Stewart & Patten Company's EPC Position: Q3 2015 in Review

Stewart & Patten Company sold out of Edgewell Personal Care (EPC) in Q3 2015, closing a stake of 1,600 shares — an estimated $210K sold.

Stewart & Patten Company first reported a position in EPC in Q4 2014 and held it in 3 quarters. The position peaked at $221K in Q1 2015. 354 funds tracked by Wall St. Rank hold EPC as of Q3 2015.

  • Stewart & Patten Company reported no remaining Edgewell Personal Care position as of Q3 2015 after selling out during the quarter.
  • Stewart & Patten Company sold 1,600 Edgewell Personal Care shares in Q3 2015, an estimated $210K.
  • Stewart & Patten Company first reported a position in Edgewell Personal Care in Q4 2014 and held it in 3 quarters.
  • Stewart & Patten Company's Edgewell Personal Care position peaked at $221K in Q1 2015.
  • 354 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q3 2015.

Based on Stewart & Patten Company's 13F filing for Q3 2015, filed 22 Oct 2015.