WI
EPC icon

WBI Investments’s Edgewell Personal Care EPC Stock Holding History

WBI Investments’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
Q3 		– Sell
-120,437
Closed -$10.9M – 182
2014
Q2 		$10.9M Sell
120,437
-118,784
-50% -$9.77M 0.47% 63
2014
Q1 		$17.9M Buy
239,221
+23,680
+11% +$1.73M 0.78% 39
2013
Q4 		$17.3M Buy
215,541
+134,983
+168% +$10.3M 0.76% 45
2013
Q3 		$5.44M Buy
+80,558
New +$5.95M 0.26% 92

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
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

WBI Investments's EPC Position: Q3 2014 in Review

WBI Investments sold out of Edgewell Personal Care (EPC) in Q3 2014, closing a stake of 120,437 shares — an estimated $10.9M sold.

WBI Investments first reported a position in EPC in Q3 2013 and held it in 4 quarters. The position peaked at $17.9M in Q1 2014. 419 funds tracked by Wall St. Rank hold EPC as of Q3 2014.

  • WBI Investments reported no remaining Edgewell Personal Care position as of Q3 2014 after selling out during the quarter.
  • WBI Investments sold 120,437 Edgewell Personal Care shares in Q3 2014, an estimated $10.9M.
  • WBI Investments first reported a position in Edgewell Personal Care in Q3 2013 and held it in 4 quarters.
  • WBI Investments's Edgewell Personal Care position peaked at $17.9M in Q1 2014.
  • 419 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q3 2014.

Based on WBI Investments's 13F filing for Q3 2014, filed 12 Nov 2014.