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US Financial Advisors’s Enerpac Tool Group EPAC Stock Holding History

US 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
2016
Q2 		– Sell
-65
Closed -$2K – 141
2016
Q1 		$2K Hold
65
– – ﹤0.01% 316
2015
Q4 		$2K Hold
65
– – ﹤0.01% 453
2015
Q3 		$1K Hold
65
– – ﹤0.01% 471
2015
Q2 		$2K Buy
+65
New +$1.56K ﹤0.01% 367

Other funds holding EPAC

SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM

US Financial Advisors's EPAC Position: Q2 2016 in Review

US Financial Advisors sold out of Enerpac Tool Group (EPAC) in Q2 2016, closing a stake of 65 shares — an estimated $2K sold.

US Financial Advisors first reported a position in EPAC in Q2 2015 and held it in 4 quarters. The position peaked at $2K in Q1 2016. 155 funds tracked by Wall St. Rank hold EPAC as of Q2 2016.

  • US Financial Advisors reported no remaining Enerpac Tool Group position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 65 Enerpac Tool Group shares in Q2 2016, an estimated $2K.
  • US Financial Advisors first reported a position in Enerpac Tool Group in Q2 2015 and held it in 4 quarters.
  • US Financial Advisors's Enerpac Tool Group position peaked at $2K in Q1 2016.
  • 155 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.