Omnia Family Wealth’s Emcor EME Stock Holding History

Omnia 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
2019 Q2	–	Sell	-25	Closed	-$2K	–	225
2019 Q1	$2K	Hold	25	–	–	﹤0.01%	452
2018 Q4	$1K	Hold	25	–	–	﹤0.01%	490
2018 Q3	$2K	Hold	25	–	–	﹤0.01%	438
2018 Q2	$2K	Hold	25	–	–	﹤0.01%	419
2018 Q1	$2K	Hold	25	–	–	﹤0.01%	429
2017 Q4	$2K	Hold	25	–	–	﹤0.01%	431
2017 Q3	$2K	Hold	25	–	–	﹤0.01%	447
2017 Q2	$2K	Hold	25	–	–	﹤0.01%	584
2017 Q1	$2K	Hold	25	–	–	﹤0.01%	576
2016 Q4	$2K	Buy	+25	New	+$1.64K	﹤0.01%	582

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

YCMGA

York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Omnia Family Wealth's EME Position: Q2 2019 in Review

Omnia Family Wealth sold out of Emcor (EME) in Q2 2019, closing a stake of 25 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in EME in Q4 2016 and held it in 10 quarters. The position peaked at $2K in Q1 2019. 335 funds tracked by Wall St. Rank hold EME as of Q2 2019.

Omnia Family Wealth reported no remaining Emcor position as of Q2 2019 after selling out during the quarter.
Omnia Family Wealth sold 25 Emcor shares in Q2 2019, an estimated $2K.
Omnia Family Wealth first reported a position in Emcor in Q4 2016 and held it in 10 quarters.
Omnia Family Wealth's Emcor position peaked at $2K in Q1 2019.
335 funds tracked by Wall St. Rank held Emcor as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.