YorkBridge Wealth Partners’s Edgewell Personal Care EPC Stock Holding History

YorkBridge Wealth 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
2019 Q3	–	Sell	-638	Closed	-$17K	–	316
2019 Q2	$17K	Hold	638	–	–	0.01%	491
2019 Q1	$28K	Hold	638	–	–	0.01%	418
2018 Q4	$24K	Hold	638	–	–	0.01%	416
2018 Q3	$29K	Hold	638	–	–	0.01%	429
2018 Q2	$32K	Hold	638	–	–	0.01%	421
2018 Q1	$30K	Hold	638	–	–	0.01%	432
2017 Q4	$33K	Hold	638	–	–	0.02%	416
2017 Q3	$46K	Hold	638	–	–	0.02%	384
2017 Q2	$49K	Sell	638 -937	-59%	-$68.9K	0.03%	372
2017 Q1	$118K	Sell	1,575 -550	-26%	-$41.9K	0.06%	229
2016 Q4	$173K	Buy	+2,125	New	+$164K	0.1%	169

Other funds holding EPC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

YorkBridge Wealth Partners's EPC Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Edgewell Personal Care (EPC) in Q3 2019, closing a stake of 638 shares — an estimated $17K sold.

YorkBridge Wealth Partners first reported a position in EPC in Q4 2016 and held it in 11 quarters. The position peaked at $173K in Q4 2016. 233 funds tracked by Wall St. Rank hold EPC as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Edgewell Personal Care position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 638 Edgewell Personal Care shares in Q3 2019, an estimated $17K.
YorkBridge Wealth Partners first reported a position in Edgewell Personal Care in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Edgewell Personal Care position peaked at $173K in Q4 2016.
233 funds tracked by Wall St. Rank held Edgewell Personal Care as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.