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Wealthspire Advisors (Maryland)’s Edgewell Personal Care EPC Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-36
Closed -$2K – 918
2019
Q1 		$2K Sell
36
-15
-29% -$625 ﹤0.01% 2141
2018
Q4 		$2K Sell
51
-55
-52% -$2.4K ﹤0.01% 2072
2018
Q3 		$5K Sell
106
-8
-7% -$423 ﹤0.01% 1785
2018
Q2 		$6K Sell
114
-25
-18% -$1.15K ﹤0.01% 1713
2018
Q1 		$7K Buy
139
+102
+276% +$5.5K ﹤0.01% 1674
2017
Q4 		$2K Buy
37
+8
+28% +$503 ﹤0.01% 2112
2017
Q3 		$2K Sell
29
-3
-9% -$221 ﹤0.01% 1975
2017
Q2 		$2K Buy
32
+26
+433% +$1.91K ﹤0.01% 1978
2017
Q1 		$0 Buy
+6
New +$457 ﹤0.01% 1946

Other funds holding EPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EPC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Edgewell Personal Care (EPC) in Q2 2019, closing a stake of 36 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in EPC in Q1 2017 and held it in 9 quarters. The position peaked at $7K in Q1 2018. 250 funds tracked by Wall St. Rank hold EPC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Edgewell Personal Care position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 36 Edgewell Personal Care shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Edgewell Personal Care in Q1 2017 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s Edgewell Personal Care position peaked at $7K in Q1 2018.
  • 250 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.