RAFFA WEALTH MANAGEMENT, LLC’s Enerpac Tool Group EPAC Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2017 Q1	–	Sell	-28	Closed	-$727	–	521
2016 Q4	$727	Hold	28	–	–	﹤0.01%	558
2016 Q3	$651	Hold	28	–	–	﹤0.01%	598
2016 Q2	$633	Hold	28	–	–	﹤0.01%	581
2016 Q1	$692	Hold	28	–	–	﹤0.01%	538
2015 Q4	$671	Hold	28	–	–	﹤0.01%	533
2015 Q3	$515	Hold	28	–	–	﹤0.01%	658
2015 Q2	$647	Hold	28	–	–	﹤0.01%	568
2015 Q1	$665	Hold	28	–	–	﹤0.01%	556
2014 Q4	$763	Hold	28	–	–	﹤0.01%	453
2014 Q3	$855	Buy	+28	New	+$926	﹤0.01%	376
2014 Q1	–	Sell	-28	Closed	-$763	–	419
2013 Q4	$763	Buy	+28	New	+$1.06K	﹤0.01%	453

Other funds holding EPAC

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

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's EPAC Position: Q1 2017 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Enerpac Tool Group (EPAC) in Q1 2017, closing a stake of 28 shares — an estimated $727 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in EPAC in Q4 2013 and held it in 11 quarters. The position peaked at $855 in Q3 2014. 159 funds tracked by Wall St. Rank hold EPAC as of Q1 2017.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Enerpac Tool Group position as of Q1 2017 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 28 Enerpac Tool Group shares in Q1 2017, an estimated $727.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Enerpac Tool Group in Q4 2013 and held it in 11 quarters.
RAFFA WEALTH MANAGEMENT, LLC's Enerpac Tool Group position peaked at $855 in Q3 2014.
159 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q1 2017.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2017, filed 27 Jul 2026.