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Lenox Wealth Advisors’s Emcor EME Stock Holding History

Lenox Wealth 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
2020
Q2 		– Sell
-48
Closed -$3K – 646
2020
Q1 		$3K Hold
48
– – ﹤0.01% 497
2019
Q4 		$4K Hold
48
– – ﹤0.01% 502
2019
Q3 		$4K Buy
+48
New +$4.08K ﹤0.01% 417

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lenox Wealth Advisors's EME Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Emcor (EME) in Q2 2020, closing a stake of 48 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in EME in Q3 2019 and held it in 3 quarters. The position peaked at $4K in Q4 2019. 335 funds tracked by Wall St. Rank hold EME as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Emcor position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 48 Emcor shares in Q2 2020, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in Emcor in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's Emcor position peaked at $4K in Q4 2019.
  • 335 funds tracked by Wall St. Rank held Emcor as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.