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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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $32.8M AUM 45.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return