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Avestar Capital’s Emcor EME Stock Holding History

Avestar Capital’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
Q3 		– Sell
-193
Closed -$17K – 367
2019
Q2 		$17K Hold
193
– – 0.01% 414
2019
Q1 		$14K Hold
193
– – 0.01% 423
2018
Q4 		$11K Buy
193
+41
+27% +$2.84K 0.01% 423
2018
Q3 		$11K Hold
152
– – 0.01% 449
2018
Q2 		$11K Hold
152
– – 0.01% 446
2018
Q1 		$11K Hold
152
– – 0.01% 407
2017
Q4 		$12K Buy
+152
New +$11.8K 0.01% 416

Other funds holding EME

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avestar Capital's EME Position: Q3 2019 in Review

Avestar Capital sold out of Emcor (EME) in Q3 2019, closing a stake of 193 shares — an estimated $17K sold.

Avestar Capital first reported a position in EME in Q4 2017 and held it in 7 quarters. The position peaked at $17K in Q2 2019. 354 funds tracked by Wall St. Rank hold EME as of Q3 2019.

  • Avestar Capital reported no remaining Emcor position as of Q3 2019 after selling out during the quarter.
  • Avestar Capital sold 193 Emcor shares in Q3 2019, an estimated $17K.
  • Avestar Capital first reported a position in Emcor in Q4 2017 and held it in 7 quarters.
  • Avestar Capital's Emcor position peaked at $17K in Q2 2019.
  • 354 funds tracked by Wall St. Rank held Emcor as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.