Gendell Jeffrey L’s Emclaire Financial Corp EMCF Stock Holding History

Gendell Jeffrey L’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
2022 Q1	–	Sell	-17,762	Closed	-$513K	–	70
2021 Q4	$513K	Buy	17,762 +3,711	+26%	+$104K	0.04%	55
2021 Q3	$375K	Hold	14,051	–	–	0.03%	59
2021 Q2	$425K	Hold	14,051	–	–	0.04%	53
2021 Q1	$387K	Buy	14,051 +3,100	+28%	+$86.1K	0.04%	50
2020 Q4	$335K	Hold	10,951	–	–	0.05%	44
2020 Q3	$275K	Hold	10,951	–	–	0.06%	37
2020 Q2	$219K	Hold	10,951	–	–	0.06%	47
2020 Q1	$255K	Buy	10,951 +196	+2%	+$5.78K	0.08%	47
2019 Q4	$350K	Buy	10,755 +1,302	+14%	+$41.5K	0.05%	55
2019 Q3	$311K	Hold	9,453	–	–	0.04%	51
2019 Q2	$296K	Buy	9,453 +2,766	+41%	+$86.7K	0.04%	54
2019 Q1	$206K	Buy	+6,687	New	+$207K	0.03%	59

Other funds holding EMCF

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

SCA

STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.36B AUM 23.72% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

CIAS

CBIZ Investment Advisory Services Independence, Ohio $2.74B AUM 14.19% 1-Year Est. Return

Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return

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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Gendell Jeffrey L's EMCF Position: Q1 2022 in Review

Gendell Jeffrey L sold out of Emclaire Financial Corp (EMCF) in Q1 2022, closing a stake of 17,762 shares — an estimated $513K sold.

Gendell Jeffrey L first reported a position in EMCF in Q1 2019 and held it in 12 quarters. The position peaked at $513K in Q4 2021. 17 funds tracked by Wall St. Rank hold EMCF as of Q1 2022.

Gendell Jeffrey L reported no remaining Emclaire Financial Corp position as of Q1 2022 after selling out during the quarter.
Gendell Jeffrey L sold 17,762 Emclaire Financial Corp shares in Q1 2022, an estimated $513K.
Gendell Jeffrey L first reported a position in Emclaire Financial Corp in Q1 2019 and held it in 12 quarters.
Gendell Jeffrey L's Emclaire Financial Corp position peaked at $513K in Q4 2021.
17 funds tracked by Wall St. Rank held Emclaire Financial Corp as of Q1 2022.

Based on Gendell Jeffrey L's 13F filing for Q1 2022, filed 13 May 2022.