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EMCI

Avantax Planning Partners’s EMC INS Group Inc EMCI Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-1,800
Closed -$44K – 1408
2018
Q3 		$44K Buy
+1,800
New +$47.5K ﹤0.01% 517
2018
Q2 		– Sell
-1,800
Closed -$49K – 1761
2018
Q1 		$49K Buy
+1,800
New +$49.5K ﹤0.01% 536

Other funds holding EMCI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
CRM
Capital Returns Management Rye, New York $38.7M AUM 15.35% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
DGHMC
Dalton, Greiner, Hartman, Maher & Co New York $126M AUM 92.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Avantax Planning Partners's EMCI Position: Q4 2018 in Review

Avantax Planning Partners sold out of EMC INS Group Inc (EMCI) in Q4 2018, closing a stake of 1,800 shares — an estimated $44K sold.

Avantax Planning Partners first reported a position in EMCI in Q1 2018 and held it in 2 quarters. The position peaked at $49K in Q1 2018. 78 funds tracked by Wall St. Rank hold EMCI as of Q4 2018.

  • Avantax Planning Partners reported no remaining EMC INS Group Inc position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,800 EMC INS Group Inc shares in Q4 2018, an estimated $44K.
  • Avantax Planning Partners first reported a position in EMC INS Group Inc in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's EMC INS Group Inc position peaked at $49K in Q1 2018.
  • 78 funds tracked by Wall St. Rank held EMC INS Group Inc as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.