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Evercore Wealth Management’s Enerpac Tool Group EPAC Stock Holding History

Evercore Wealth 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
2016
Q1 		– Sell
-900
Closed -$22K – 956
2015
Q4 		$22K Buy
+900
New +$20.7K ﹤0.01% 748

Other funds holding EPAC

SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Evercore Wealth Management's EPAC Position: Q1 2016 in Review

Evercore Wealth Management sold out of Enerpac Tool Group (EPAC) in Q1 2016, closing a stake of 900 shares — an estimated $22K sold.

Evercore Wealth Management first reported a position in EPAC in Q4 2015 and held it in 1 quarter. The position peaked at $22K in Q4 2015. 164 funds tracked by Wall St. Rank hold EPAC as of Q1 2016.

  • Evercore Wealth Management reported no remaining Enerpac Tool Group position as of Q1 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 900 Enerpac Tool Group shares in Q1 2016, an estimated $22K.
  • Evercore Wealth Management first reported a position in Enerpac Tool Group in Q4 2015 and held it in 1 quarter.
  • Evercore Wealth Management's Enerpac Tool Group position peaked at $22K in Q4 2015.
  • 164 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q1 2016.

Based on Evercore Wealth Management's 13F filing for Q1 2016, filed 2 May 2016.