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Founders Financial Alliance’s Emcor EME Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-118
Closed -$8K – 666
2020
Q3 		$8K Buy
+118
New +$8.19K ﹤0.01% 819

Other funds holding EME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Founders Financial Alliance's EME Position: Q4 2020 in Review

Founders Financial Alliance sold out of Emcor (EME) in Q4 2020, closing a stake of 118 shares — an estimated $8K sold.

Founders Financial Alliance first reported a position in EME in Q3 2020 and held it in 1 quarter. The position peaked at $8K in Q3 2020. 342 funds tracked by Wall St. Rank hold EME as of Q4 2020.

  • Founders Financial Alliance reported no remaining Emcor position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 118 Emcor shares in Q4 2020, an estimated $8K.
  • Founders Financial Alliance first reported a position in Emcor in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Emcor position peaked at $8K in Q3 2020.
  • 342 funds tracked by Wall St. Rank held Emcor as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.