Personal Wealth Partners’s Emcor EME Stock Holding History

Personal Wealth Partners’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
2020 Q1	–	Sell	-3	Closed	–	–	222
2019 Q4	$0	Hold	3	–	–	﹤0.01%	557
2019 Q3	$0	Buy	+3	New	+$255	﹤0.01%	564

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Personal Wealth Partners's EME Position: Q1 2020 in Review

Personal Wealth Partners sold out of Emcor (EME) in Q1 2020, closing a stake of 3 shares.

Personal Wealth Partners first reported a position in EME in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 308 funds tracked by Wall St. Rank hold EME as of Q1 2020.

Personal Wealth Partners reported no remaining Emcor position as of Q1 2020 after selling out during the quarter.
Personal Wealth Partners sold 3 Emcor shares in Q1 2020.
Personal Wealth Partners first reported a position in Emcor in Q3 2019 and held it in 2 quarters.
Personal Wealth Partners's Emcor position peaked at $0 in Q4 2019.
308 funds tracked by Wall St. Rank held Emcor as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.