AWA
EMCI

Acorn Wealth Advisors’s EMC INS Group Inc EMCI Stock Holding History

Acorn Wealth Advisors’s Portfolio EMCI Stock Details EMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-262
Closed -$7K – 826
2018
Q1 		$7K Hold
262
– – 0.01% 589
2017
Q4 		$7K Buy
+262
New +$7.71K 0.01% 564

Other funds holding EMCI

Dimensional Fund Advisors
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
DGHMC
Dalton, Greiner, Hartman, Maher & Co New York $126M AUM 92.88% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Acorn Wealth Advisors's EMCI Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of EMC INS Group Inc (EMCI) in Q2 2018, closing a stake of 262 shares — an estimated $7K sold.

Acorn Wealth Advisors first reported a position in EMCI in Q4 2017 and held it in 2 quarters. The position peaked at $7K in Q1 2018. 73 funds tracked by Wall St. Rank hold EMCI as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining EMC INS Group Inc position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 262 EMC INS Group Inc shares in Q2 2018, an estimated $7K.
  • Acorn Wealth Advisors first reported a position in EMC INS Group Inc in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's EMC INS Group Inc position peaked at $7K in Q1 2018.
  • 73 funds tracked by Wall St. Rank held EMC INS Group Inc as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.