FineMark National Bank & Trust’s Enerpac Tool Group EPAC Stock Holding History

FineMark National Bank & Trust’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
2015 Q1	–	Sell	-1,000	Closed	-$27K	–	1405
2014 Q4	$27K	Hold	1,000	–	–	﹤0.01%	837
2014 Q3	$31K	Buy	1,000 +800	+400%	+$26.4K	0.01%	766
2014 Q2	$7K	Hold	200	–	–	﹤0.01%	1101
2014 Q1	$7K	Buy	+200	New	+$6.91K	﹤0.01%	1105

Other funds holding EPAC

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

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FineMark National Bank & Trust's EPAC Position: Q1 2015 in Review

FineMark National Bank & Trust sold out of Enerpac Tool Group (EPAC) in Q1 2015, closing a stake of 1,000 shares — an estimated $27K sold.

FineMark National Bank & Trust first reported a position in EPAC in Q1 2014 and held it in 4 quarters. The position peaked at $31K in Q3 2014. 179 funds tracked by Wall St. Rank hold EPAC as of Q1 2015.

FineMark National Bank & Trust reported no remaining Enerpac Tool Group position as of Q1 2015 after selling out during the quarter.
FineMark National Bank & Trust sold 1,000 Enerpac Tool Group shares in Q1 2015, an estimated $27K.
FineMark National Bank & Trust first reported a position in Enerpac Tool Group in Q1 2014 and held it in 4 quarters.
FineMark National Bank & Trust's Enerpac Tool Group position peaked at $31K in Q3 2014.
179 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q1 2015.

Based on FineMark National Bank & Trust's 13F filing for Q1 2015, filed 13 May 2015.