AllSquare Wealth Management’s Emcor EME Stock Holding History

AllSquare Wealth Management’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
2017 Q2	–	Sell	-480	Closed	-$30K	–	217
2017 Q1	$30K	Buy	+480	New	+$31.9K	0.03%	172

Other funds holding EME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllSquare Wealth Management's EME Position: Q2 2017 in Review

AllSquare Wealth Management sold out of Emcor (EME) in Q2 2017, closing a stake of 480 shares — an estimated $30K sold.

AllSquare Wealth Management first reported a position in EME in Q1 2017 and held it in 1 quarter. The position peaked at $30K in Q1 2017. 300 funds tracked by Wall St. Rank hold EME as of Q2 2017.

AllSquare Wealth Management reported no remaining Emcor position as of Q2 2017 after selling out during the quarter.
AllSquare Wealth Management sold 480 Emcor shares in Q2 2017, an estimated $30K.
AllSquare Wealth Management first reported a position in Emcor in Q1 2017 and held it in 1 quarter.
AllSquare Wealth Management's Emcor position peaked at $30K in Q1 2017.
300 funds tracked by Wall St. Rank held Emcor as of Q2 2017.

Based on AllSquare Wealth Management's 13F filing for Q2 2017, filed 8 Aug 2017.