CIAS
EME icon

Capital Investment Advisory Services’s Emcor EME Stock Holding History

Capital Investment Advisory Services’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
Q4 		– Sell
-167
Closed -$14K – 752
2019
Q3 		$14K Hold
167
– – ﹤0.01% 905
2019
Q2 		$14K Buy
+167
New +$13.5K ﹤0.01% 869

Other funds holding EME

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Investment Advisory Services's EME Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Emcor (EME) in Q4 2019, closing a stake of 167 shares — an estimated $14K sold.

Capital Investment Advisory Services first reported a position in EME in Q2 2019 and held it in 2 quarters. The position peaked at $14K in Q3 2019. 374 funds tracked by Wall St. Rank hold EME as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Emcor position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 167 Emcor shares in Q4 2019, an estimated $14K.
  • Capital Investment Advisory Services first reported a position in Emcor in Q2 2019 and held it in 2 quarters.
  • Capital Investment Advisory Services's Emcor position peaked at $14K in Q3 2019.
  • 374 funds tracked by Wall St. Rank held Emcor as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.