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Wealthcare Advisory Partners’s Edgewell Personal Care EPC Stock Holding History

Wealthcare Advisory Partners’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
-1
Closed – – 1121
2017
Q4 		$0 Hold
1
– – ﹤0.01% 1107
2017
Q3 		$0 Buy
+1
New +$74 ﹤0.01% 899

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GI
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wealthcare Advisory Partners's EPC Position: Q1 2018 in Review

Wealthcare Advisory Partners sold out of Edgewell Personal Care (EPC) in Q1 2018, closing a stake of 1 share.

Wealthcare Advisory Partners first reported a position in EPC in Q3 2017 and held it in 2 quarters. The position peaked at $0 in Q4 2017. 303 funds tracked by Wall St. Rank hold EPC as of Q1 2018.

  • Wealthcare Advisory Partners reported no remaining Edgewell Personal Care position as of Q1 2018 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 1 Edgewell Personal Care share in Q1 2018.
  • Wealthcare Advisory Partners first reported a position in Edgewell Personal Care in Q3 2017 and held it in 2 quarters.
  • Wealthcare Advisory Partners's Edgewell Personal Care position peaked at $0 in Q4 2017.
  • 303 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q1 2018.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2018, filed 15 May 2018.