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Waverly Advisors’s Edgewell Personal Care EPC Stock Holding History

Waverly 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
2014
Q1 		– Sell
-675
Closed -$54K – 729
2013
Q4 		$54K Hold
675
– – 0.02% 317
2013
Q3 		$46K Buy
+675
New +$49.9K 0.02% 264

Other funds holding EPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Waverly Advisors's EPC Position: Q1 2014 in Review

Waverly Advisors sold out of Edgewell Personal Care (EPC) in Q1 2014, closing a stake of 675 shares — an estimated $54K sold.

Waverly Advisors first reported a position in EPC in Q3 2013 and held it in 2 quarters. The position peaked at $54K in Q4 2013. 402 funds tracked by Wall St. Rank hold EPC as of Q1 2014.

  • Waverly Advisors reported no remaining Edgewell Personal Care position as of Q1 2014 after selling out during the quarter.
  • Waverly Advisors sold 675 Edgewell Personal Care shares in Q1 2014, an estimated $54K.
  • Waverly Advisors first reported a position in Edgewell Personal Care in Q3 2013 and held it in 2 quarters.
  • Waverly Advisors's Edgewell Personal Care position peaked at $54K in Q4 2013.
  • 402 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q1 2014.

Based on Waverly Advisors's 13F filing for Q1 2014, filed 28 Apr 2014.