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Montibus Capital Management’s Enerpac Tool Group EPAC Stock Holding History

Montibus Capital Management’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
2013
Q3 		$13.9M Buy
358,722
+11,593
+3% +$421K 1.51% 22
2013
Q2 		$11.4M Buy
+347,129
New +$11.1M 1.45% 27

Other funds holding EPAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Montibus Capital Management's EPAC Position: Q3 2013 in Review

Montibus Capital Management increased its Enerpac Tool Group (EPAC) stake by 3.3% in Q3 2013, buying an estimated $421K and bringing the position to 358,722 shares worth $13.9M. The position accounts for 1.51% of the portfolio, ranked #22.

Montibus Capital Management first reported a position in EPAC in Q2 2013 and has held it in 2 quarters since. 205 funds tracked by Wall St. Rank hold EPAC as of Q3 2013.

  • Montibus Capital Management held 358,722 shares of Enerpac Tool Group worth $13.9M as of Q3 2013.
  • Montibus Capital Management bought 11,593 Enerpac Tool Group shares in Q3 2013, an estimated $421K.
  • Enerpac Tool Group made up 1.51% of Montibus Capital Management's portfolio in Q3 2013, its #22 holding.
  • Montibus Capital Management first reported a position in Enerpac Tool Group in Q2 2013 and has held it in 2 quarters since.
  • 205 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q3 2013.

Based on Montibus Capital Management's 13F filing for Q3 2013, filed 13 Nov 2013.