JOYN Advisors’s Enerpac Tool Group EPAC Stock Holding History

JOYN 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
2019 Q1	–	Sell	-174	Closed	-$4K	–	500
2018 Q4	$4K	Sell	174 -88	-34%	-$2.14K	﹤0.01%	1299
2018 Q3	$7K	Buy	262 +13	+5%	+$375	﹤0.01%	1069
2018 Q2	$7K	Buy	249 +212	+573%	+$5.26K	﹤0.01%	1022
2018 Q1	$1K	Buy	+37	New	+$892	﹤0.01%	1172

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

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

JOYN Advisors's EPAC Position: Q1 2019 in Review

JOYN Advisors sold out of Enerpac Tool Group (EPAC) in Q1 2019, closing a stake of 174 shares — an estimated $4K sold.

JOYN Advisors first reported a position in EPAC in Q1 2018 and held it in 4 quarters. The position peaked at $7K in Q3 2018. 168 funds tracked by Wall St. Rank hold EPAC as of Q1 2019.

JOYN Advisors reported no remaining Enerpac Tool Group position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 174 Enerpac Tool Group shares in Q1 2019, an estimated $4K.
JOYN Advisors first reported a position in Enerpac Tool Group in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Enerpac Tool Group position peaked at $7K in Q3 2018.
168 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.