HR
EMCF

Howe & Rusling’s Emclaire Financial Corp EMCF Stock Holding History

Howe & Rusling’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
2019
Q1 		– Sell
-1,000
Closed -$30K – 918
2018
Q4 		$30K Hold
1,000
– – 0.01% 301
2018
Q3 		$35K Sell
1,000
-579
-37% -$21.4K 0.01% 316
2018
Q2 		$55K Hold
1,579
– – 0.01% 252
2018
Q1 		$53K Buy
+1,579
New +$50.8K 0.01% 272

Other funds holding EMCF

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Howe & Rusling's EMCF Position: Q1 2019 in Review

Howe & Rusling sold out of Emclaire Financial Corp (EMCF) in Q1 2019, closing a stake of 1,000 shares — an estimated $30K sold.

Howe & Rusling first reported a position in EMCF in Q1 2018 and held it in 4 quarters. The position peaked at $55K in Q2 2018. 16 funds tracked by Wall St. Rank hold EMCF as of Q1 2019.

  • Howe & Rusling reported no remaining Emclaire Financial Corp position as of Q1 2019 after selling out during the quarter.
  • Howe & Rusling sold 1,000 Emclaire Financial Corp shares in Q1 2019, an estimated $30K.
  • Howe & Rusling first reported a position in Emclaire Financial Corp in Q1 2018 and held it in 4 quarters.
  • Howe & Rusling's Emclaire Financial Corp position peaked at $55K in Q2 2018.
  • 16 funds tracked by Wall St. Rank held Emclaire Financial Corp as of Q1 2019.

Based on Howe & Rusling's 13F filing for Q1 2019, filed 29 Apr 2019.