First Personal Financial Services’s Emcor EME Stock Holding History

First Personal Financial 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 Q3	–	Sell	-94	Closed	-$8K	–	596
2019 Q2	$8K	Hold	94	–	–	﹤0.01%	523
2019 Q1	$7K	Hold	94	–	–	﹤0.01%	538
2018 Q4	$6K	Buy	94 +23	+32%	+$1.59K	﹤0.01%	536
2018 Q3	$5K	Hold	71	–	–	﹤0.01%	591
2018 Q2	$5K	Sell	71 -166	-70%	-$12.9K	﹤0.01%	573
2018 Q1	$19K	Hold	237	–	–	﹤0.01%	640
2017 Q4	$19K	Buy	237 +86	+57%	+$6.66K	﹤0.01%	655
2017 Q3	$10K	Sell	151 -73	-33%	-$4.83K	﹤0.01%	702
2017 Q2	$15K	Buy	224 +38	+20%	+$2.44K	﹤0.01%	631
2017 Q1	$12K	Buy	186 +28	+18%	+$1.86K	﹤0.01%	672
2016 Q4	$11K	Sell	158 -20	-11%	-$1.31K	﹤0.01%	688
2016 Q3	$11K	Buy	+178	New	+$9.84K	﹤0.01%	556
2015 Q4	–	Sell	-23	Closed	-$2K	–	423
2015 Q3	$2K	Hold	23	–	–	﹤0.01%	385
2015 Q2	$2K	Hold	23	–	–	﹤0.01%	387
2015 Q1	$2K	Hold	23	–	–	﹤0.01%	429
2014 Q4	$1K	Buy	+23	New	+$990	﹤0.01%	407

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 $3.38T AUM 44.17% 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

First Personal Financial Services's EME Position: Q3 2019 in Review

First Personal Financial Services sold out of Emcor (EME) in Q3 2019, closing a stake of 94 shares — an estimated $8K sold.

First Personal Financial Services first reported a position in EME in Q4 2014 and held it in 16 quarters. The position peaked at $19K in Q1 2018. 354 funds tracked by Wall St. Rank hold EME as of Q3 2019.

First Personal Financial Services reported no remaining Emcor position as of Q3 2019 after selling out during the quarter.
First Personal Financial Services sold 94 Emcor shares in Q3 2019, an estimated $8K.
First Personal Financial Services first reported a position in Emcor in Q4 2014 and held it in 16 quarters.
First Personal Financial Services's Emcor position peaked at $19K in Q1 2018.
354 funds tracked by Wall St. Rank held Emcor as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.