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UBS’s Enerpac Tool Group EPAC Stock Holding History

UBS’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
2014
Q3 		$18K Buy
600
+500
+500% +$16.5K ﹤0.01% 8126
2014
Q2 		$3K Sell
100
-300
-75% -$10.4K ﹤0.01% 9813
2014
Q1 		$14K Buy
+400
New +$13.8K ﹤0.01% 8509

Other funds holding EPAC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

UBS's EPAC Position: Q3 2014 in Review

UBS increased its Enerpac Tool Group (EPAC) stake by 38% in Q3 2014, buying an estimated $42.1K and bringing the position to 4,658 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #5554.

UBS first reported a position in EPAC in Q2 2013 and has held it in 6 quarters since. The position peaked at $606K in Q2 2013. 190 funds tracked by Wall St. Rank hold EPAC as of Q3 2014.

  • UBS held 4,658 shares of Enerpac Tool Group worth $142K as of Q3 2014.
  • UBS bought 1,273 Enerpac Tool Group shares in Q3 2014, an estimated $42.1K.
  • Enerpac Tool Group made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5554 holding.
  • UBS first reported a position in Enerpac Tool Group in Q2 2013 and has held it in 6 quarters since.
  • UBS's Enerpac Tool Group position peaked at $606K in Q2 2013.
  • 190 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.