LWCFA
EME icon

Loring Wolcott & Coolidge Fiduciary Advisors’s Emcor EME Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2018
Q1 		– Sell
-21
Closed -$2K – 747
2017
Q4 		$2K Hold
21
– – ﹤0.01% 644
2017
Q3 		$1K Buy
+21
New +$1.39K ﹤0.01% 707

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's EME Position: Q1 2018 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Emcor (EME) in Q1 2018, closing a stake of 21 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EME in Q3 2017 and held it in 2 quarters. The position peaked at $2K in Q4 2017. 341 funds tracked by Wall St. Rank hold EME as of Q1 2018.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Emcor position as of Q1 2018 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 21 Emcor shares in Q1 2018, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Emcor in Q3 2017 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Emcor position peaked at $2K in Q4 2017.
  • 341 funds tracked by Wall St. Rank held Emcor as of Q1 2018.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2018, filed 20 Apr 2018.