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Convergence Investment Partners’s Enerpac Tool Group EPAC Stock Holding History

Convergence Investment 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
2016
Q2 		– Sell
-15,429
Closed -$381K – 327
2016
Q1 		$381K Sell
15,429
-38,367
-71% -$883K 0.05% 305
2015
Q4 		$1.29M Buy
+53,796
New +$1.24M 0.14% 217

Other funds holding EPAC

SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM

Convergence Investment Partners's EPAC Position: Q2 2016 in Review

Convergence Investment Partners sold out of Enerpac Tool Group (EPAC) in Q2 2016, closing a stake of 15,429 shares — an estimated $381K sold.

Convergence Investment Partners first reported a position in EPAC in Q4 2015 and held it in 2 quarters. The position peaked at $1.29M in Q4 2015. 155 funds tracked by Wall St. Rank hold EPAC as of Q2 2016.

  • Convergence Investment Partners reported no remaining Enerpac Tool Group position as of Q2 2016 after selling out during the quarter.
  • Convergence Investment Partners sold 15,429 Enerpac Tool Group shares in Q2 2016, an estimated $381K.
  • Convergence Investment Partners first reported a position in Enerpac Tool Group in Q4 2015 and held it in 2 quarters.
  • Convergence Investment Partners's Enerpac Tool Group position peaked at $1.29M in Q4 2015.
  • 155 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2016.

Based on Convergence Investment Partners's 13F filing for Q2 2016, filed 10 Aug 2016.