WA
EPC icon

WealthTrust-Arizona’s Edgewell Personal Care EPC Stock Holding History

WealthTrust-Arizona’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
-96
Closed -$6K – 657
2017
Q4 		$6K Hold
96
– – ﹤0.01% 474
2017
Q3 		$7K Hold
96
– – ﹤0.01% 452
2017
Q2 		$7K Buy
+96
New +$7.06K ﹤0.01% 440

Other funds holding EPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $1.56T AUM 27.86% 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
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

WealthTrust-Arizona's EPC Position: Q1 2018 in Review

WealthTrust-Arizona sold out of Edgewell Personal Care (EPC) in Q1 2018, closing a stake of 96 shares — an estimated $6K sold.

WealthTrust-Arizona first reported a position in EPC in Q2 2017 and held it in 3 quarters. The position peaked at $7K in Q3 2017. 303 funds tracked by Wall St. Rank hold EPC as of Q1 2018.

  • WealthTrust-Arizona reported no remaining Edgewell Personal Care position as of Q1 2018 after selling out during the quarter.
  • WealthTrust-Arizona sold 96 Edgewell Personal Care shares in Q1 2018, an estimated $6K.
  • WealthTrust-Arizona first reported a position in Edgewell Personal Care in Q2 2017 and held it in 3 quarters.
  • WealthTrust-Arizona's Edgewell Personal Care position peaked at $7K in Q3 2017.
  • 303 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q1 2018.

Based on WealthTrust-Arizona's 13F filing for Q1 2018, filed 18 Apr 2018.