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Avantax Planning Partners’s Enerpac Tool Group EPAC Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-20
Closed – – 581
2018
Q1 		$0 Buy
+20
New +$482 ﹤0.01% 1833

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SAM
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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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

Avantax Planning Partners's EPAC Position: Q2 2018 in Review

Avantax Planning Partners sold out of Enerpac Tool Group (EPAC) in Q2 2018, closing a stake of 20 shares.

Avantax Planning Partners first reported a position in EPAC in Q1 2018 and held it in 1 quarter. The position peaked at $0 in Q1 2018. 176 funds tracked by Wall St. Rank hold EPAC as of Q2 2018.

  • Avantax Planning Partners reported no remaining Enerpac Tool Group position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 20 Enerpac Tool Group shares in Q2 2018.
  • Avantax Planning Partners first reported a position in Enerpac Tool Group in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Enerpac Tool Group position peaked at $0 in Q1 2018.
  • 176 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.