Cornerstone Advisors (Washington)’s Emcor EME Stock Holding History

Cornerstone Advisors (Washington)’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	-648	Closed	-$57K	–	997
2019 Q2	$57K	Hold	648	–	–	0.01%	363
2019 Q1	$47K	Buy	648 +27	+4%	+$1.83K	﹤0.01%	380
2018 Q4	$37K	Buy	621 +142	+30%	+$9.83K	0.01%	361
2018 Q3	$36K	Hold	479	–	–	0.02%	390
2018 Q2	$36K	Hold	479	–	–	0.02%	380
2018 Q1	$37K	Buy	479 +13	+3%	+$1.03K	0.03%	356
2017 Q4	$38K	Hold	466	–	–	0.03%	332
2017 Q3	$32K	Buy	466 +51	+12%	+$3.38K	0.02%	360
2017 Q2	$27K	Hold	415	–	–	0.02%	423
2017 Q1	$26K	Hold	415	–	–	0.01%	425
2016 Q4	$29K	Buy	+415	New	+$27.2K	0.02%	384

Other funds holding EME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cornerstone Advisors (Washington)'s EME Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of Emcor (EME) in Q3 2019, closing a stake of 648 shares — an estimated $57K sold.

Cornerstone Advisors (Washington) first reported a position in EME in Q4 2016 and held it in 11 quarters. The position peaked at $57K in Q2 2019. 354 funds tracked by Wall St. Rank hold EME as of Q3 2019.

Cornerstone Advisors (Washington) reported no remaining Emcor position as of Q3 2019 after selling out during the quarter.
Cornerstone Advisors (Washington) sold 648 Emcor shares in Q3 2019, an estimated $57K.
Cornerstone Advisors (Washington) first reported a position in Emcor in Q4 2016 and held it in 11 quarters.
Cornerstone Advisors (Washington)'s Emcor position peaked at $57K in Q2 2019.
354 funds tracked by Wall St. Rank held Emcor as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.