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Willingdon Wealth Management’s EPAM Systems EPAM Stock Holding History

Willingdon Wealth Management’s Portfolio EPAM Stock Details EPAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-114
Closed -$10K – 353
2017
Q3 		$10K Buy
+114
New +$9.51K ﹤0.01% 219

Other funds holding EPAM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Willingdon Wealth Management's EPAM Position: Q4 2017 in Review

Willingdon Wealth Management sold out of EPAM Systems (EPAM) in Q4 2017, closing a stake of 114 shares — an estimated $10K sold.

Willingdon Wealth Management first reported a position in EPAM in Q3 2017 and held it in 1 quarter. The position peaked at $10K in Q3 2017. 280 funds tracked by Wall St. Rank hold EPAM as of Q4 2017.

  • Willingdon Wealth Management reported no remaining EPAM Systems position as of Q4 2017 after selling out during the quarter.
  • Willingdon Wealth Management sold 114 EPAM Systems shares in Q4 2017, an estimated $10K.
  • Willingdon Wealth Management first reported a position in EPAM Systems in Q3 2017 and held it in 1 quarter.
  • Willingdon Wealth Management's EPAM Systems position peaked at $10K in Q3 2017.
  • 280 funds tracked by Wall St. Rank held EPAM Systems as of Q4 2017.

Based on Willingdon Wealth Management's 13F filing for Q4 2017, filed 8 Feb 2018.