IWP
EME icon

Icon Wealth Partners’s Emcor EME Stock Holding History

Icon Wealth Partners’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
Q2 		– Sell
-340
Closed -$25K – 332
2019
Q1 		$25K Buy
+340
New +$23.1K 0.01% 501
2018
Q3 		– Sell
-220
Closed -$17K – 393
2018
Q2 		$17K Buy
+220
New +$17.1K 0.01% 618
2018
Q1 		– Sell
-201
Closed -$16K – 391
2017
Q4 		$16K Buy
+201
New +$15.6K 0.01% 645

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Icon Wealth Partners's EME Position: Q2 2019 in Review

Icon Wealth Partners sold out of Emcor (EME) in Q2 2019, closing a stake of 340 shares — an estimated $25K sold.

Icon Wealth Partners first reported a position in EME in Q4 2017 and held it in 3 quarters. The position peaked at $25K in Q1 2019. 335 funds tracked by Wall St. Rank hold EME as of Q2 2019.

  • Icon Wealth Partners reported no remaining Emcor position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 340 Emcor shares in Q2 2019, an estimated $25K.
  • Icon Wealth Partners first reported a position in Emcor in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Emcor position peaked at $25K in Q1 2019.
  • 335 funds tracked by Wall St. Rank held Emcor as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.