PAG
EMCF

Private Advisor Group’s Emclaire Financial Corp EMCF Stock Holding History

Private Advisor Group’s Portfolio EMCF Stock Details EMCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-267
Closed -$5K – 3721
2020
Q2 		$5K Buy
+267
New +$5.97K ﹤0.01% 3290

Other funds holding EMCF

PWAP
Private Wealth Advisors (Pennsylvania) Greensburg, Pennsylvania $175M AUM 29.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIAS
CBIZ Investment Advisory Services Independence, Ohio $2.74B AUM 14.19% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.36B AUM 23.72% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Private Advisor Group's EMCF Position: Q3 2020 in Review

Private Advisor Group sold out of Emclaire Financial Corp (EMCF) in Q3 2020, closing a stake of 267 shares — an estimated $5K sold.

Private Advisor Group first reported a position in EMCF in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 17 funds tracked by Wall St. Rank hold EMCF as of Q3 2020.

  • Private Advisor Group reported no remaining Emclaire Financial Corp position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 267 Emclaire Financial Corp shares in Q3 2020, an estimated $5K.
  • Private Advisor Group first reported a position in Emclaire Financial Corp in Q2 2020 and held it in 1 quarter.
  • Private Advisor Group's Emclaire Financial Corp position peaked at $5K in Q2 2020.
  • 17 funds tracked by Wall St. Rank held Emclaire Financial Corp as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.