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Clarus Wealth Advisors’s Emcor EME Stock Holding History

Clarus Wealth Advisors’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
-302
Closed -$27K – 248
2019
Q2 		$27K Hold
302
– – 0.02% 332
2019
Q1 		$22K Hold
302
– – 0.02% 405
2018
Q4 		$18K Buy
302
+1
+0.3% +$69 0.03% 416
2018
Q3 		$23K Hold
301
– – 0.02% 411
2018
Q2 		$23K Buy
+301
New +$23.3K 0.02% 407

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

Clarus Wealth Advisors's EME Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Emcor (EME) in Q3 2019, closing a stake of 302 shares — an estimated $27K sold.

Clarus Wealth Advisors first reported a position in EME in Q2 2018 and held it in 5 quarters. The position peaked at $27K in Q2 2019. 354 funds tracked by Wall St. Rank hold EME as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Emcor position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 302 Emcor shares in Q3 2019, an estimated $27K.
  • Clarus Wealth Advisors first reported a position in Emcor in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Emcor position peaked at $27K in Q2 2019.
  • 354 funds tracked by Wall St. Rank held Emcor as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.