JP Morgan Private Wealth Advisors’s Enerpac Tool Group EPAC Stock Holding History

JP Morgan Private Wealth 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
2017 Q1	–	Sell	-8,015	Closed	-$208K	–	1338
2016 Q4	$208K	Buy	+8,015	New	+$201K	﹤0.01%	1150
2016 Q3	–	Sell	-20,958	Closed	-$474K	–	1239
2016 Q2	$474K	Sell	20,958 -1,142	-5%	-$29.3K	﹤0.01%	795
2016 Q1	$546K	Buy	+22,100	New	+$509K	0.01%	727

Other funds holding EPAC

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

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

JP Morgan Private Wealth Advisors's EPAC Position: Q1 2017 in Review

JP Morgan Private Wealth Advisors sold out of Enerpac Tool Group (EPAC) in Q1 2017, closing a stake of 8,015 shares — an estimated $208K sold.

JP Morgan Private Wealth Advisors first reported a position in EPAC in Q1 2016 and held it in 3 quarters. The position peaked at $546K in Q1 2016. 159 funds tracked by Wall St. Rank hold EPAC as of Q1 2017.

JP Morgan Private Wealth Advisors reported no remaining Enerpac Tool Group position as of Q1 2017 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 8,015 Enerpac Tool Group shares in Q1 2017, an estimated $208K.
JP Morgan Private Wealth Advisors first reported a position in Enerpac Tool Group in Q1 2016 and held it in 3 quarters.
JP Morgan Private Wealth Advisors's Enerpac Tool Group position peaked at $546K in Q1 2016.
159 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q1 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2017, filed 15 May 2017.