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Measured Wealth Private Client Group’s Enerpac Tool Group EPAC Stock Holding History

Measured Wealth Private Client Group’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
Q4 		– Sell
-1,303
Closed -$36K – 277
2018
Q3 		$36K Buy
+1,303
New +$37.5K 0.02% 420

Other funds holding EPAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pzena Investment Management
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
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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

Measured Wealth Private Client Group's EPAC Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Enerpac Tool Group (EPAC) in Q4 2018, closing a stake of 1,303 shares — an estimated $36K sold.

Measured Wealth Private Client Group first reported a position in EPAC in Q3 2018 and held it in 1 quarter. The position peaked at $36K in Q3 2018. 173 funds tracked by Wall St. Rank hold EPAC as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Enerpac Tool Group position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 1,303 Enerpac Tool Group shares in Q4 2018, an estimated $36K.
  • Measured Wealth Private Client Group first reported a position in Enerpac Tool Group in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Enerpac Tool Group position peaked at $36K in Q3 2018.
  • 173 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.