Mackenzie Financial
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Mackenzie Financial’s Enerpac Tool Group EPAC Stock Holding History

Mackenzie Financial’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
Q1 		– Sell
-65,300
Closed -$1.65M – 934
2017
Q4 		$1.65M Buy
+65,300
New +$1.68M ﹤0.01% 554

Other funds holding EPAC

BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mackenzie Financial's EPAC Position: Q1 2018 in Review

Mackenzie Financial sold out of Enerpac Tool Group (EPAC) in Q1 2018, closing a stake of 65,300 shares — an estimated $1.65M sold.

Mackenzie Financial first reported a position in EPAC in Q4 2017 and held it in 1 quarter. The position peaked at $1.65M in Q4 2017. 162 funds tracked by Wall St. Rank hold EPAC as of Q1 2018.

  • Mackenzie Financial reported no remaining Enerpac Tool Group position as of Q1 2018 after selling out during the quarter.
  • Mackenzie Financial sold 65,300 Enerpac Tool Group shares in Q1 2018, an estimated $1.65M.
  • Mackenzie Financial first reported a position in Enerpac Tool Group in Q4 2017 and held it in 1 quarter.
  • Mackenzie Financial's Enerpac Tool Group position peaked at $1.65M in Q4 2017.
  • 162 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q1 2018.

Based on Mackenzie Financial's 13F filing for Q1 2018, filed 14 May 2018.