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Assured Investment Management’s Enerpac Tool Group EPAC Stock Holding History

Assured Investment Management’s Portfolio EPAC Stock Details EPAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-11,463
Closed -$241K – 1193
2018
Q4 		$241K Buy
+11,463
New +$279K 0.01% 847

Other funds holding EPAC

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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Assured Investment Management's EPAC Position: Q1 2019 in Review

Assured Investment Management sold out of Enerpac Tool Group (EPAC) in Q1 2019, closing a stake of 11,463 shares — an estimated $241K sold.

Assured Investment Management first reported a position in EPAC in Q4 2018 and held it in 1 quarter. The position peaked at $241K in Q4 2018. 168 funds tracked by Wall St. Rank hold EPAC as of Q1 2019.

  • Assured Investment Management reported no remaining Enerpac Tool Group position as of Q1 2019 after selling out during the quarter.
  • Assured Investment Management sold 11,463 Enerpac Tool Group shares in Q1 2019, an estimated $241K.
  • Assured Investment Management first reported a position in Enerpac Tool Group in Q4 2018 and held it in 1 quarter.
  • Assured Investment Management's Enerpac Tool Group position peaked at $241K in Q4 2018.
  • 168 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q1 2019.

Based on Assured Investment Management's 13F filing for Q1 2019, filed 16 May 2019.