Fidelity Investments
EMCF

Fidelity Investments’s Emclaire Financial Corp EMCF Stock Holding History

Fidelity Investments’s Portfolio EMCF Stock Details EMCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-41
Closed -$1K – 4709
2020
Q4 		$1K Sell
41
-22
-35% -$560 ﹤0.01% 3763
2020
Q3 		$2K Buy
+63
New +$1.46K ﹤0.01% 3511

Other funds holding EMCF

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.36B AUM 23.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments's EMCF Position: Q1 2021 in Review

Fidelity Investments sold out of Emclaire Financial Corp (EMCF) in Q1 2021, closing a stake of 41 shares — an estimated $1K sold.

Fidelity Investments first reported a position in EMCF in Q3 2020 and held it in 2 quarters. The position peaked at $2K in Q3 2020. 17 funds tracked by Wall St. Rank hold EMCF as of Q1 2021.

  • Fidelity Investments reported no remaining Emclaire Financial Corp position as of Q1 2021 after selling out during the quarter.
  • Fidelity Investments sold 41 Emclaire Financial Corp shares in Q1 2021, an estimated $1K.
  • Fidelity Investments first reported a position in Emclaire Financial Corp in Q3 2020 and held it in 2 quarters.
  • Fidelity Investments's Emclaire Financial Corp position peaked at $2K in Q3 2020.
  • 17 funds tracked by Wall St. Rank held Emclaire Financial Corp as of Q1 2021.

Based on Fidelity Investments's 13F filing for Q1 2021, filed 14 May 2021.