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JNBA Financial Advisors’s Enerpac Tool Group EPAC Stock Holding History

JNBA Financial Advisors’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
Q4 		– Sell
-605
Closed -$14K – 738
2016
Q3 		$14K Buy
+605
New +$14.2K ﹤0.01% 920

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
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
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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JNBA Financial Advisors's EPAC Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Enerpac Tool Group (EPAC) in Q4 2016, closing a stake of 605 shares — an estimated $14K sold.

JNBA Financial Advisors first reported a position in EPAC in Q3 2016 and held it in 1 quarter. The position peaked at $14K in Q3 2016. 177 funds tracked by Wall St. Rank hold EPAC as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Enerpac Tool Group position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 605 Enerpac Tool Group shares in Q4 2016, an estimated $14K.
  • JNBA Financial Advisors first reported a position in Enerpac Tool Group in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Enerpac Tool Group position peaked at $14K in Q3 2016.
  • 177 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.