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Stifel Trust’s Edgewell Personal Care EPC Stock Holding History

Stifel Trust’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
2014
Q3 		$5K Hold
50
– – ﹤0.01% 473
2014
Q2 		$5K Hold
50
– – ﹤0.01% 415
2014
Q1 		$4K Hold
50
– – ﹤0.01% 447
2013
Q4 		$5K Hold
50
– – ﹤0.01% 423
2013
Q3 		$4K Hold
50
– – ﹤0.01% 439
2013
Q2 		$4K Buy
+50
New +$3.64K ﹤0.01% 437

Other funds holding EPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Stifel Trust's EPC Position: Q3 2014 in Review

Stifel Trust held its Edgewell Personal Care (EPC) position steady in Q3 2014 at 50 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Stifel Trust first reported a position in EPC in Q2 2013 and has held it in 6 quarters since. 419 funds tracked by Wall St. Rank hold EPC as of Q3 2014.

  • Stifel Trust held 50 shares of Edgewell Personal Care worth $5K as of Q3 2014.
  • Stifel Trust left its Edgewell Personal Care share count unchanged in Q3 2014.
  • Edgewell Personal Care made up ﹤0.01% of Stifel Trust's portfolio in Q3 2014, its #473 holding.
  • Stifel Trust first reported a position in Edgewell Personal Care in Q2 2013 and has held it in 6 quarters since.
  • 419 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.