Proficio Capital Partners’s Enerpac Tool Group EPAC Stock Holding History

Proficio Capital Partners’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
2019 Q3	–	Sell	-46	Closed	-$1K	–	566
2019 Q2	$1K	Hold	46	–	–	﹤0.01%	1717
2019 Q1	$1K	Hold	46	–	–	﹤0.01%	1502
2018 Q4	$1K	Buy	46 +24	+109%	+$585	﹤0.01%	1100
2018 Q3	$1K	Sell	22 -23	-51%	-$663	﹤0.01%	1148
2018 Q2	$1K	Hold	45	–	–	﹤0.01%	1188
2018 Q1	$1K	Hold	45	–	–	﹤0.01%	1189
2017 Q4	$1K	Sell	45 -6	-12%	-$155	﹤0.01%	1172
2017 Q3	$1K	Buy	51 +3	+6%	+$73	﹤0.01%	1163
2017 Q2	$1K	Hold	48	–	–	﹤0.01%	1168
2017 Q1	$1K	Hold	48	–	–	﹤0.01%	1207
2016 Q4	$1K	Sell	48 -25	-34%	-$626	﹤0.01%	1006
2016 Q3	$2K	Buy	+73	New	+$1.71K	﹤0.01%	854

Other funds holding EPAC

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

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Proficio Capital Partners's EPAC Position: Q3 2019 in Review

Proficio Capital Partners sold out of Enerpac Tool Group (EPAC) in Q3 2019, closing a stake of 46 shares — an estimated $1K sold.

Proficio Capital Partners first reported a position in EPAC in Q3 2016 and held it in 12 quarters. The position peaked at $2K in Q3 2016. 168 funds tracked by Wall St. Rank hold EPAC as of Q3 2019.

Proficio Capital Partners reported no remaining Enerpac Tool Group position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 46 Enerpac Tool Group shares in Q3 2019, an estimated $1K.
Proficio Capital Partners first reported a position in Enerpac Tool Group in Q3 2016 and held it in 12 quarters.
Proficio Capital Partners's Enerpac Tool Group position peaked at $2K in Q3 2016.
168 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.