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Winfield Associates’s Edgewell Personal Care EPC Stock Holding History

Winfield Associates’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
2017
Q2 		– Sell
-40
Closed -$3K – 879
2017
Q1 		$3K Hold
40
– – ﹤0.01% 529
2016
Q4 		$3K Hold
40
– – ﹤0.01% 499
2016
Q3 		$3K Hold
40
– – ﹤0.01% 474
2016
Q2 		$3K Hold
40
– – ﹤0.01% 464
2016
Q1 		$3K Buy
+40
New +$3.07K ﹤0.01% 435
2014
Q3 		– Sell
-270
Closed -$24K – 295
2014
Q2 		$24K Hold
270
– – 0.02% 205
2014
Q1 		$20K Hold
270
– – 0.02% 205
2013
Q4 		$22K Buy
+270
New +$20.5K 0.02% 198

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Winfield Associates's EPC Position: Q2 2017 in Review

Winfield Associates sold out of Edgewell Personal Care (EPC) in Q2 2017, closing a stake of 40 shares — an estimated $3K sold.

Winfield Associates first reported a position in EPC in Q4 2013 and held it in 8 quarters. The position peaked at $24K in Q2 2014. 310 funds tracked by Wall St. Rank hold EPC as of Q2 2017.

  • Winfield Associates reported no remaining Edgewell Personal Care position as of Q2 2017 after selling out during the quarter.
  • Winfield Associates sold 40 Edgewell Personal Care shares in Q2 2017, an estimated $3K.
  • Winfield Associates first reported a position in Edgewell Personal Care in Q4 2013 and held it in 8 quarters.
  • Winfield Associates's Edgewell Personal Care position peaked at $24K in Q2 2014.
  • 310 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q2 2017.

Based on Winfield Associates's 13F filing for Q2 2017, filed 27 Jul 2017.