Integrated Investment Consultants’s Enerpac Tool Group EPAC Stock Holding History

Integrated Investment Consultants’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	-3,125	Closed	-$73K	–	327
2018 Q1	$73K	Buy	+3,125	New	+$75.3K	0.03%	374
2017 Q3	$80K	Hold	3,125	–	–	0.03%	336
2017 Q2	$77K	Hold	3,125	–	–	0.03%	341
2017 Q1	$82K	Hold	3,125	–	–	0.04%	329
2016 Q4	$81K	Buy	3,125 +225	+8%	+$5.63K	0.04%	316
2016 Q3	$63K	Buy	2,900 +400	+16%	+$9.37K	0.03%	360
2016 Q2	$57K	Buy	2,500 +1,475	+144%	+$37.9K	0.03%	379
2016 Q1	$25K	Buy	+1,025	New	+$23.6K	0.01%	426

Other funds holding EPAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Integrated Investment Consultants's EPAC Position: Q2 2018 in Review

Integrated Investment Consultants sold out of Enerpac Tool Group (EPAC) in Q2 2018, closing a stake of 3,125 shares — an estimated $73K sold.

Integrated Investment Consultants first reported a position in EPAC in Q1 2016 and held it in 8 quarters. The position peaked at $82K in Q1 2017. 176 funds tracked by Wall St. Rank hold EPAC as of Q2 2018.

Integrated Investment Consultants reported no remaining Enerpac Tool Group position as of Q2 2018 after selling out during the quarter.
Integrated Investment Consultants sold 3,125 Enerpac Tool Group shares in Q2 2018, an estimated $73K.
Integrated Investment Consultants first reported a position in Enerpac Tool Group in Q1 2016 and held it in 8 quarters.
Integrated Investment Consultants's Enerpac Tool Group position peaked at $82K in Q1 2017.
176 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.