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Bruderman Asset Management’s Emcor EME Stock Holding History

Bruderman Asset 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
2019
Q2 		– Sell
-86
Closed -$6K – 234
2019
Q1 		$6K Hold
86
– – ﹤0.01% 475
2018
Q4 		$5K Hold
86
– – ﹤0.01% 486
2018
Q3 		$6K Sell
86
-166
-66% -$12.8K ﹤0.01% 300
2018
Q2 		$19K Sell
252
-310
-55% -$24K ﹤0.01% 271
2018
Q1 		$44K Buy
+562
New +$44.5K 0.01% 216
2017
Q3 		– Sell
-1,810
Closed -$118K – 181
2017
Q2 		$118K Buy
+1,810
New +$116K 0.03% 141
2017
Q1 		– Sell
-1,806
Closed -$128K – 177
2016
Q4 		$128K Sell
1,806
-719
-28% -$47.1K 0.04% 137
2016
Q3 		$151K Buy
2,525
+3
+0.1% +$166 0.05% 133
2016
Q2 		$124K Buy
+2,522
New +$120K 0.04% 143

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bruderman Asset Management's EME Position: Q2 2019 in Review

Bruderman Asset Management sold out of Emcor (EME) in Q2 2019, closing a stake of 86 shares — an estimated $6K sold.

Bruderman Asset Management first reported a position in EME in Q2 2016 and held it in 9 quarters. The position peaked at $151K in Q3 2016. 335 funds tracked by Wall St. Rank hold EME as of Q2 2019.

  • Bruderman Asset Management reported no remaining Emcor position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 86 Emcor shares in Q2 2019, an estimated $6K.
  • Bruderman Asset Management first reported a position in Emcor in Q2 2016 and held it in 9 quarters.
  • Bruderman Asset Management's Emcor position peaked at $151K in Q3 2016.
  • 335 funds tracked by Wall St. Rank held Emcor as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.