Lucus Advisors’s Emcor EME Stock Holding History

Lucus 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	$222K	Sell	2,844 -1,210	-30%	-$95.9K	0.39%	84
2017 Q4	$331K	Buy	+4,054	New	+$314K	0.48%	126

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 $3.37T AUM 44.26% 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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Lucus Advisors's EME Position: Q1 2018 in Review

Lucus Advisors reduced its Emcor (EME) stake by 30% in Q1 2018, selling an estimated $95.9K and leaving 2,844 shares worth $222K. The position accounts for 0.39% of the portfolio, ranked #84.

Lucus Advisors first reported a position in EME in Q4 2017 and has held it in 2 quarters since. The position peaked at $331K in Q4 2017. 341 funds tracked by Wall St. Rank hold EME as of Q1 2018.

Lucus Advisors held 2,844 shares of Emcor worth $222K as of Q1 2018.
Lucus Advisors sold 1,210 Emcor shares in Q1 2018, an estimated $95.9K.
Emcor made up 0.39% of Lucus Advisors's portfolio in Q1 2018, its #84 holding.
Lucus Advisors first reported a position in Emcor in Q4 2017 and has held it in 2 quarters since.
Lucus Advisors's Emcor position peaked at $331K in Q4 2017.
341 funds tracked by Wall St. Rank held Emcor as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.