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Kavar Capital Partners Group’s Emcor EME Stock Holding History

Kavar Capital Partners Group’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
Q3 		– Sell
-695
Closed -$61K – 228
2019
Q2 		$61K Buy
+695
New +$56.3K 0.02% 206
2018
Q3 		– Sell
-695
Closed -$53K – 187
2018
Q2 		$53K Hold
695
– – 0.03% 181
2018
Q1 		$54K Buy
+695
New +$55.1K 0.03% 180

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 $3.38T AUM 44.17% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kavar Capital Partners Group's EME Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of Emcor (EME) in Q3 2019, closing a stake of 695 shares — an estimated $61K sold.

Kavar Capital Partners Group first reported a position in EME in Q1 2018 and held it in 3 quarters. The position peaked at $61K in Q2 2019. 354 funds tracked by Wall St. Rank hold EME as of Q3 2019.

  • Kavar Capital Partners Group reported no remaining Emcor position as of Q3 2019 after selling out during the quarter.
  • Kavar Capital Partners Group sold 695 Emcor shares in Q3 2019, an estimated $61K.
  • Kavar Capital Partners Group first reported a position in Emcor in Q1 2018 and held it in 3 quarters.
  • Kavar Capital Partners Group's Emcor position peaked at $61K in Q2 2019.
  • 354 funds tracked by Wall St. Rank held Emcor as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.