Calton & Associates’s Emcor EME Stock Holding History

Calton & Associates’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 Q1	–	Sell	-147	Closed	-$12K	–	593
2017 Q4	$12K	Buy	+147	New	+$11.4K	﹤0.01%	1013

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

Calton & Associates's EME Position: Q1 2018 in Review

Calton & Associates sold out of Emcor (EME) in Q1 2018, closing a stake of 147 shares — an estimated $12K sold.

Calton & Associates first reported a position in EME in Q4 2017 and held it in 1 quarter. The position peaked at $12K in Q4 2017. 340 funds tracked by Wall St. Rank hold EME as of Q1 2018.

Calton & Associates reported no remaining Emcor position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 147 Emcor shares in Q1 2018, an estimated $12K.
Calton & Associates first reported a position in Emcor in Q4 2017 and held it in 1 quarter.
Calton & Associates's Emcor position peaked at $12K in Q4 2017.
340 funds tracked by Wall St. Rank held Emcor as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.