United Capital Financial Advisors
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United Capital Financial Advisors’s Edgewell Personal Care EPC Stock Holding History

United Capital Financial 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
Q1 		– Sell
-4,323
Closed -$257K – 1318
2017
Q4 		$257K Sell
4,323
-179
-4% -$11.3K ﹤0.01% 1163
2017
Q3 		$328K Sell
4,502
-70
-2% -$5.16K ﹤0.01% 1082
2017
Q2 		$348K Buy
4,572
+319
+8% +$23.5K ﹤0.01% 1028
2017
Q1 		$311K Hold
4,253
– – ﹤0.01% 1036
2016
Q4 		$310K Buy
4,253
+171
+4% +$13.2K ﹤0.01% 1039
2016
Q3 		$325K Buy
4,082
+161
+4% +$13K ﹤0.01% 1052
2016
Q2 		$329K Sell
3,921
-400
-9% -$32.3K ﹤0.01% 1011
2016
Q1 		$348K Buy
4,321
+29
+0.7% +$2.22K ﹤0.01% 966
2015
Q4 		$336K Sell
4,292
-168
-4% -$13.6K ﹤0.01% 983
2015
Q3 		$364K Buy
4,460
+152
+4% +$13.8K ﹤0.01% 993
2015
Q2 		$567K Sell
4,308
-964
-18% -$99.5K 0.01% 871
2015
Q1 		$534K Hold
5,272
– – 0.01% 873
2014
Q4 		$502K Sell
5,272
-13
-0.2% -$1.2K 0.01% 820
2014
Q3 		$483K Buy
+5,285
New +$473K 0.01% 801
2014
Q2 		– Sell
-5,624
Closed -$420K – 831
2014
Q1 		$420K Sell
5,624
-119
-2% -$8.7K 0.01% 674
2013
Q4 		$461K Sell
5,743
-179
-3% -$13.6K 0.02% 450
2013
Q3 		$400K Buy
+5,922
New +$438K 0.01% 494

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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Credit Suisse
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

United Capital Financial Advisors's EPC Position: Q1 2018 in Review

United Capital Financial Advisors sold out of Edgewell Personal Care (EPC) in Q1 2018, closing a stake of 4,323 shares — an estimated $257K sold.

United Capital Financial Advisors first reported a position in EPC in Q3 2013 and held it in 17 quarters. The position peaked at $567K in Q2 2015. 303 funds tracked by Wall St. Rank hold EPC as of Q1 2018.

  • United Capital Financial Advisors reported no remaining Edgewell Personal Care position as of Q1 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 4,323 Edgewell Personal Care shares in Q1 2018, an estimated $257K.
  • United Capital Financial Advisors first reported a position in Edgewell Personal Care in Q3 2013 and held it in 17 quarters.
  • United Capital Financial Advisors's Edgewell Personal Care position peaked at $567K in Q2 2015.
  • 303 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q1 2018.

Based on United Capital Financial Advisors's 13F filing for Q1 2018, filed 15 May 2018.