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Mosaic Family Wealth’s Emcor EME Stock Holding History

Mosaic Family Wealth’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
2017
Q3 		– Sell
-54
Closed -$4K – 928
2017
Q2 		$4K Hold
54
– – ﹤0.01% 605
2017
Q1 		$3K Hold
54
– – ﹤0.01% 646
2016
Q4 		$4K Hold
54
– – ﹤0.01% 585
2016
Q3 		$3K Hold
54
– – ﹤0.01% 635
2016
Q2 		$3K Hold
54
– – ﹤0.01% 661
2016
Q1 		$2K Hold
54
– – ﹤0.01% 700
2015
Q4 		$2K Buy
+54
New +$2.59K ﹤0.01% 683

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 $2.3T AUM 54.33% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mosaic Family Wealth's EME Position: Q3 2017 in Review

Mosaic Family Wealth sold out of Emcor (EME) in Q3 2017, closing a stake of 54 shares — an estimated $4K sold.

Mosaic Family Wealth first reported a position in EME in Q4 2015 and held it in 7 quarters. The position peaked at $4K in Q2 2017. 311 funds tracked by Wall St. Rank hold EME as of Q3 2017.

  • Mosaic Family Wealth reported no remaining Emcor position as of Q3 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 54 Emcor shares in Q3 2017, an estimated $4K.
  • Mosaic Family Wealth first reported a position in Emcor in Q4 2015 and held it in 7 quarters.
  • Mosaic Family Wealth's Emcor position peaked at $4K in Q2 2017.
  • 311 funds tracked by Wall St. Rank held Emcor as of Q3 2017.

Based on Mosaic Family Wealth's 13F filing for Q3 2017, filed 27 Oct 2017.