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Tompkins Financial’s Edgewell Personal Care EPC Stock Holding History

Tompkins Financial’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
2017
Q4 		– Sell
-411
Closed -$30K – 409
2017
Q3 		$30K Buy
+411
New +$30.3K 0.01% 261
2016
Q1 		– Sell
-42
Closed -$3K – 512
2015
Q4 		$3K Buy
+42
New +$3.4K ﹤0.01% 480
2015
Q2 		– Sell
-12
Closed -$1K – 512
2015
Q1 		$1K Hold
12
– – ﹤0.01% 517
2014
Q4 		$1K Hold
12
– – ﹤0.01% 463
2014
Q3 		$1K Hold
12
– – ﹤0.01% 470
2014
Q2 		$1K Hold
12
– – ﹤0.01% 501
2014
Q1 		$1K Hold
12
– – ﹤0.01% 491
2013
Q4 		$1K Buy
+12
New +$913 ﹤0.01% 511

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
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
Credit Suisse
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Gabelli Funds
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Tompkins Financial's EPC Position: Q4 2017 in Review

Tompkins Financial sold out of Edgewell Personal Care (EPC) in Q4 2017, closing a stake of 411 shares — an estimated $30K sold.

Tompkins Financial first reported a position in EPC in Q4 2013 and held it in 8 quarters. The position peaked at $30K in Q3 2017. 319 funds tracked by Wall St. Rank hold EPC as of Q4 2017.

  • Tompkins Financial reported no remaining Edgewell Personal Care position as of Q4 2017 after selling out during the quarter.
  • Tompkins Financial sold 411 Edgewell Personal Care shares in Q4 2017, an estimated $30K.
  • Tompkins Financial first reported a position in Edgewell Personal Care in Q4 2013 and held it in 8 quarters.
  • Tompkins Financial's Edgewell Personal Care position peaked at $30K in Q3 2017.
  • 319 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q4 2017.

Based on Tompkins Financial's 13F filing for Q4 2017, filed 24 Jan 2018.