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

IHT 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
2018
Q2 		– Sell
-50
Closed -$1K – 692
2018
Q1 		$1K Hold
50
– – ﹤0.01% 1580
2017
Q4 		$1K Hold
50
– – ﹤0.01% 1571
2017
Q3 		$1K Hold
50
– – ﹤0.01% 1297
2017
Q2 		$196 Hold
50
– – 0.09% 232
2017
Q1 		$1K Hold
50
– – ﹤0.01% 1156
2016
Q4 		$1K Buy
+50
New +$1.25K ﹤0.01% 1102

Other funds holding EPAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
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

IHT Wealth Management's EPAC Position: Q2 2018 in Review

IHT Wealth Management sold out of Enerpac Tool Group (EPAC) in Q2 2018, closing a stake of 50 shares — an estimated $1K sold.

IHT Wealth Management first reported a position in EPAC in Q4 2016 and held it in 6 quarters. The position peaked at $1K in Q1 2018. 176 funds tracked by Wall St. Rank hold EPAC as of Q2 2018.

  • IHT Wealth Management reported no remaining Enerpac Tool Group position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 50 Enerpac Tool Group shares in Q2 2018, an estimated $1K.
  • IHT Wealth Management first reported a position in Enerpac Tool Group in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's Enerpac Tool Group position peaked at $1K in Q1 2018.
  • 176 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.