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United Capital Financial Advisors’s Enerpac Tool Group EPAC Stock Holding History

United Capital Financial Advisors’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
Q4 		– Sell
-5,189
Closed -$202K – 678
2013
Q3 		$202K Sell
5,189
-142,570
-96% -$5.18M 0.01% 640
2013
Q2 		$4.87M Buy
+147,759
New +$4.73M 0.13% 194

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM

United Capital Financial Advisors's EPAC Position: Q4 2013 in Review

United Capital Financial Advisors sold out of Enerpac Tool Group (EPAC) in Q4 2013, closing a stake of 5,189 shares — an estimated $202K sold.

United Capital Financial Advisors first reported a position in EPAC in Q2 2013 and held it in 2 quarters. The position peaked at $4.87M in Q2 2013. 218 funds tracked by Wall St. Rank hold EPAC as of Q4 2013.

  • United Capital Financial Advisors reported no remaining Enerpac Tool Group position as of Q4 2013 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,189 Enerpac Tool Group shares in Q4 2013, an estimated $202K.
  • United Capital Financial Advisors first reported a position in Enerpac Tool Group in Q2 2013 and held it in 2 quarters.
  • United Capital Financial Advisors's Enerpac Tool Group position peaked at $4.87M in Q2 2013.
  • 218 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q4 2013.

Based on United Capital Financial Advisors's 13F filing for Q4 2013, filed 13 Feb 2014.