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Advisor Group’s Emcor EME Stock Holding History

Advisor Group’s Portfolio EME Stock Details EME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$293K Sell
3,400
-66
-2% -$5.81K ﹤0.01% 2082
2019
Q3 		$298K Buy
3,466
+562
+19% +$47.8K ﹤0.01% 2015
2019
Q2 		$255K Sell
2,904
-8,842
-75% -$717K ﹤0.01% 2116
2019
Q1 		$858K Buy
11,746
+9,059
+337% +$615K 0.01% 1197
2018
Q4 		$160K Buy
2,687
+134
+5% +$9.28K ﹤0.01% 2265
2018
Q3 		$192K Buy
2,553
+483
+23% +$37.3K ﹤0.01% 2193
2018
Q2 		$158K Sell
2,070
-164
-7% -$12.7K ﹤0.01% 2161
2018
Q1 		$174K Sell
2,234
-448
-17% -$35.5K ﹤0.01% 2078
2017
Q4 		$219K Buy
2,682
+698
+35% +$54.1K ﹤0.01% 1920
2017
Q3 		$137K Sell
1,984
-285
-13% -$18.9K ﹤0.01% 2146
2017
Q2 		$148K Buy
2,269
+958
+73% +$61.6K ﹤0.01% 2002
2017
Q1 		$84K Sell
1,311
-20
-2% -$1.33K ﹤0.01% 2294
2016
Q4 		$94K Buy
1,331
+952
+251% +$62.4K ﹤0.01% 2105
2016
Q3 		$23K Buy
379
+136
+56% +$7.52K ﹤0.01% 3059
2016
Q2 		$11K Buy
+243
New +$11.6K ﹤0.01% 3419

Other funds holding EME

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisor Group's EME Position: Q4 2019 in Review

Advisor Group reduced its Emcor (EME) stake by 1.9% in Q4 2019, selling an estimated $5.81K and leaving 3,400 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #2082.

Advisor Group first reported a position in EME in Q2 2016 and has held it in 15 quarters since. The position peaked at $858K in Q1 2019. 374 funds tracked by Wall St. Rank hold EME as of Q4 2019.

  • Advisor Group held 3,400 shares of Emcor worth $293K as of Q4 2019.
  • Advisor Group sold 66 Emcor shares in Q4 2019, an estimated $5.81K.
  • Emcor made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2082 holding.
  • Advisor Group first reported a position in Emcor in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Emcor position peaked at $858K in Q1 2019.
  • 374 funds tracked by Wall St. Rank held Emcor as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.