Wealthspire Advisors (Maryland)’s Enerpac Tool Group EPAC Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-1,722	Closed	-$42K	–	916
2019 Q1	$42K	Buy	1,722 +878	+104%	+$20.5K	﹤0.01%	951
2018 Q4	$18K	Buy	844 +383	+83%	+$9.33K	﹤0.01%	1239
2018 Q3	$13K	Buy	461 +14	+3%	+$403	﹤0.01%	1433
2018 Q2	$13K	Sell	447 -189	-30%	-$4.69K	﹤0.01%	1450
2018 Q1	$15K	Sell	636 -266	-29%	-$6.41K	﹤0.01%	1393
2017 Q4	$23K	Buy	902 +138	+18%	+$3.56K	﹤0.01%	1283
2017 Q3	$20K	Buy	764 +4	+0.5%	+$98	﹤0.01%	1298
2017 Q2	$19K	Buy	760 +230	+43%	+$5.9K	﹤0.01%	1284
2017 Q1	$14K	Hold	530	–	–	﹤0.01%	1198
2016 Q4	$14K	Hold	530	–	–	﹤0.01%	1115
2016 Q3	$12K	Hold	530	–	–	﹤0.01%	1197
2016 Q2	$12K	Buy	530 +210	+66%	+$5.39K	﹤0.01%	1158
2016 Q1	$8K	Hold	320	–	–	﹤0.01%	1229
2015 Q4	$8K	Buy	+320	New	+$7.35K	﹤0.01%	1246

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

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

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

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EPAC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Enerpac Tool Group (EPAC) in Q2 2019, closing a stake of 1,722 shares — an estimated $42K sold.

Wealthspire Advisors (Maryland) first reported a position in EPAC in Q4 2015 and held it in 14 quarters. The position peaked at $42K in Q1 2019. 168 funds tracked by Wall St. Rank hold EPAC as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Enerpac Tool Group position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 1,722 Enerpac Tool Group shares in Q2 2019, an estimated $42K.
Wealthspire Advisors (Maryland) first reported a position in Enerpac Tool Group in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Enerpac Tool Group position peaked at $42K in Q1 2019.
168 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.