Avantax Planning Partners’s Emcor EME Stock Holding History

Avantax Planning Partners’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
2018 Q2	–	Sell	-12	Closed	-$1K	–	571
2018 Q1	$1K	Buy	+12	New	+$951	﹤0.01%	1694

Other funds holding EME

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Avantax Planning Partners's EME Position: Q2 2018 in Review

Avantax Planning Partners sold out of Emcor (EME) in Q2 2018, closing a stake of 12 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in EME in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 323 funds tracked by Wall St. Rank hold EME as of Q2 2018.

Avantax Planning Partners reported no remaining Emcor position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 12 Emcor shares in Q2 2018, an estimated $1K.
Avantax Planning Partners first reported a position in Emcor in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's Emcor position peaked at $1K in Q1 2018.
323 funds tracked by Wall St. Rank held Emcor as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.