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Stratos Wealth Partners’s Edgewell Personal Care EPC Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-123
Closed -$6K – 1283
2018
Q3 		$6K Buy
+123
New +$6.51K ﹤0.01% 2375
2018
Q2 		– Sell
-234
Closed -$11K – 1421
2018
Q1 		$11K Hold
234
– – ﹤0.01% 2261
2017
Q4 		$14K Buy
+234
New +$14.7K ﹤0.01% 2022

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
LPAM
Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return

Stratos Wealth Partners's EPC Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Edgewell Personal Care (EPC) in Q4 2018, closing a stake of 123 shares — an estimated $6K sold.

Stratos Wealth Partners first reported a position in EPC in Q4 2017 and held it in 3 quarters. The position peaked at $14K in Q4 2017. 253 funds tracked by Wall St. Rank hold EPC as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Edgewell Personal Care position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 123 Edgewell Personal Care shares in Q4 2018, an estimated $6K.
  • Stratos Wealth Partners first reported a position in Edgewell Personal Care in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Edgewell Personal Care position peaked at $14K in Q4 2017.
  • 253 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.