IHT Wealth Management’s Emcor EME Stock Holding History

IHT Wealth Management’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
2017 Q2	–	Sell	-156	Closed	-$10K	–	1418
2017 Q1	$10K	Sell	156 -127	-45%	-$8.43K	0.01%	836
2016 Q4	$20K	Buy	+283	New	+$18.5K	0.02%	634

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IHT Wealth Management's EME Position: Q2 2017 in Review

IHT Wealth Management sold out of Emcor (EME) in Q2 2017, closing a stake of 156 shares — an estimated $10K sold.

IHT Wealth Management first reported a position in EME in Q4 2016 and held it in 2 quarters. The position peaked at $20K in Q4 2016. 300 funds tracked by Wall St. Rank hold EME as of Q2 2017.

IHT Wealth Management reported no remaining Emcor position as of Q2 2017 after selling out during the quarter.
IHT Wealth Management sold 156 Emcor shares in Q2 2017, an estimated $10K.
IHT Wealth Management first reported a position in Emcor in Q4 2016 and held it in 2 quarters.
IHT Wealth Management's Emcor position peaked at $20K in Q4 2016.
300 funds tracked by Wall St. Rank held Emcor as of Q2 2017.

Based on IHT Wealth Management's 13F filing for Q2 2017, filed 14 Aug 2017.