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Center for Financial Planning’s Enerpac Tool Group EPAC Stock Holding History

Center for Financial Planning’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
2020
Q2 		– Sell
-290
Closed -$5K – 491
2020
Q1 		$5K Buy
+290
New +$6.44K ﹤0.01% 411

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CCP
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Center for Financial Planning's EPAC Position: Q2 2020 in Review

Center for Financial Planning sold out of Enerpac Tool Group (EPAC) in Q2 2020, closing a stake of 290 shares — an estimated $5K sold.

Center for Financial Planning first reported a position in EPAC in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 161 funds tracked by Wall St. Rank hold EPAC as of Q2 2020.

  • Center for Financial Planning reported no remaining Enerpac Tool Group position as of Q2 2020 after selling out during the quarter.
  • Center for Financial Planning sold 290 Enerpac Tool Group shares in Q2 2020, an estimated $5K.
  • Center for Financial Planning first reported a position in Enerpac Tool Group in Q1 2020 and held it in 1 quarter.
  • Center for Financial Planning's Enerpac Tool Group position peaked at $5K in Q1 2020.
  • 161 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2020.

Based on Center for Financial Planning's 13F filing for Q2 2020, filed 6 Aug 2020.