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JOYN Advisors’s Emcor EME Stock Holding History

JOYN Advisors’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
Q1 		– Sell
-882
Closed -$53K – 489
2018
Q4 		$53K Sell
882
-149
-14% -$10.3K 0.01% 321
2018
Q3 		$77K Sell
1,031
-119
-10% -$9.18K 0.01% 274
2018
Q2 		$88K Sell
1,150
-1,515
-57% -$117K 0.02% 245
2018
Q1 		$208K Sell
2,665
-74
-3% -$5.87K 0.04% 126
2017
Q4 		$224K Buy
+2,739
New +$212K 0.05% 154

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JOYN Advisors's EME Position: Q1 2019 in Review

JOYN Advisors sold out of Emcor (EME) in Q1 2019, closing a stake of 882 shares — an estimated $53K sold.

JOYN Advisors first reported a position in EME in Q4 2017 and held it in 5 quarters. The position peaked at $224K in Q4 2017. 332 funds tracked by Wall St. Rank hold EME as of Q1 2019.

  • JOYN Advisors reported no remaining Emcor position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 882 Emcor shares in Q1 2019, an estimated $53K.
  • JOYN Advisors first reported a position in Emcor in Q4 2017 and held it in 5 quarters.
  • JOYN Advisors's Emcor position peaked at $224K in Q4 2017.
  • 332 funds tracked by Wall St. Rank held Emcor as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.