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TRUE Private Wealth Advisors’s Edgewell Personal Care EPC Stock Holding History

TRUE Private Wealth 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
Q4 		– Sell
-51
Closed -$2.36K – 439
2018
Q3 		$2.36K Buy
+51
New +$2.7K ﹤0.01% 1004

Other funds holding EPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $999B AUM 46.22% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
GAMCO Investors
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
LPAM
Legion Partners Asset Management Los Angeles, California $40.6M AUM 156.55% 1-Year Est. Return

TRUE Private Wealth Advisors's EPC Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Edgewell Personal Care (EPC) in Q4 2018, closing a stake of 51 shares — an estimated $2.36K sold.

TRUE Private Wealth Advisors first reported a position in EPC in Q3 2018 and held it in 1 quarter. The position peaked at $2.36K in Q3 2018. 253 funds tracked by Wall St. Rank hold EPC as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Edgewell Personal Care position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 51 Edgewell Personal Care shares in Q4 2018, an estimated $2.36K.
  • TRUE Private Wealth Advisors first reported a position in Edgewell Personal Care in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Edgewell Personal Care position peaked at $2.36K in Q3 2018.
  • 253 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.