FANJ
EME icon

Financial Architects (New Jersey)’s Emcor EME Stock Holding History

Financial Architects (New Jersey)’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
-70
Closed -$6K – 1429
2017
Q4 		$6K Sell
70
-2
-3% -$155 ﹤0.01% 1249
2017
Q3 		$5K Hold
72
– – ﹤0.01% 1263
2017
Q2 		$5K Buy
72
+28
+64% +$1.8K ﹤0.01% 1269
2017
Q1 		$3K Hold
44
– – ﹤0.01% 1371
2016
Q4 		$3K Buy
+44
New +$2.88K ﹤0.01% 1232
2013
Q4 		– Sell
-203
Closed -$8K – 278
2013
Q3 		$8K Hold
203
– – 0.01% 512
2013
Q2 		$8K Buy
+203
New +$7.95K 0.01% 489

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Financial Architects (New Jersey)'s EME Position: Q1 2018 in Review

Financial Architects (New Jersey) sold out of Emcor (EME) in Q1 2018, closing a stake of 70 shares — an estimated $6K sold.

Financial Architects (New Jersey) first reported a position in EME in Q2 2013 and held it in 7 quarters. The position peaked at $8K in Q3 2013. 341 funds tracked by Wall St. Rank hold EME as of Q1 2018.

  • Financial Architects (New Jersey) reported no remaining Emcor position as of Q1 2018 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 70 Emcor shares in Q1 2018, an estimated $6K.
  • Financial Architects (New Jersey) first reported a position in Emcor in Q2 2013 and held it in 7 quarters.
  • Financial Architects (New Jersey)'s Emcor position peaked at $8K in Q3 2013.
  • 341 funds tracked by Wall St. Rank held Emcor as of Q1 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2018, filed 23 Apr 2018.