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Loring Wolcott & Coolidge Fiduciary Advisors’s Enerpac Tool Group EPAC Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
Q3 		– Sell
-129
Closed -$3K – 818
2017
Q2 		$3K Buy
+129
New +$3.31K ﹤0.01% 607

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Fuller & Thaler Asset Management
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CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
SAM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's EPAC Position: Q3 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Enerpac Tool Group (EPAC) in Q3 2017, closing a stake of 129 shares — an estimated $3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EPAC in Q2 2017 and held it in 1 quarter. The position peaked at $3K in Q2 2017. 171 funds tracked by Wall St. Rank hold EPAC as of Q3 2017.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Enerpac Tool Group position as of Q3 2017 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 129 Enerpac Tool Group shares in Q3 2017, an estimated $3K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Enerpac Tool Group in Q2 2017 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Enerpac Tool Group position peaked at $3K in Q2 2017.
  • 171 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q3 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2017, filed 27 Oct 2017.