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Strategic Global Advisors’s Edgewell Personal Care EPC Stock Holding History

Strategic Global 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
2018
Q3 		– Sell
-4,598
Closed -$224K – 198
2018
Q2 		$224K Hold
4,598
– – 0.06% 188
2018
Q1 		$224K Buy
+4,598
New +$248K 0.08% 179
2016
Q1 		– Sell
-3,750
Closed -$294K – 144
2015
Q4 		$294K Buy
3,750
+640
+21% +$51.9K 0.13% 117
2015
Q3 		$254K Hold
3,110
– – 0.12% 112
2015
Q2 		$409K Sell
3,110
-1,085
-26% -$112K 0.24% 95
2015
Q1 		$429K Hold
4,195
– – 0.32% 81
2014
Q4 		$400K Buy
+4,195
New +$386K 0.36% 87

Other funds holding EPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GAMCO Investors
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Strategic Global Advisors's EPC Position: Q3 2018 in Review

Strategic Global Advisors sold out of Edgewell Personal Care (EPC) in Q3 2018, closing a stake of 4,598 shares — an estimated $224K sold.

Strategic Global Advisors first reported a position in EPC in Q4 2014 and held it in 7 quarters. The position peaked at $429K in Q1 2015. 279 funds tracked by Wall St. Rank hold EPC as of Q3 2018.

  • Strategic Global Advisors reported no remaining Edgewell Personal Care position as of Q3 2018 after selling out during the quarter.
  • Strategic Global Advisors sold 4,598 Edgewell Personal Care shares in Q3 2018, an estimated $224K.
  • Strategic Global Advisors first reported a position in Edgewell Personal Care in Q4 2014 and held it in 7 quarters.
  • Strategic Global Advisors's Edgewell Personal Care position peaked at $429K in Q1 2015.
  • 279 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q3 2018.

Based on Strategic Global Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.