Private Ocean’s Emcor EME Stock Holding History

Private Ocean’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 Q2	–	Sell	-192	Closed	-$11K	–	504
2020 Q1	$11K	Hold	192	–	–	﹤0.01%	372
2019 Q4	$17K	Buy	+192	New	+$16.9K	﹤0.01%	348

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Private Ocean's EME Position: Q2 2020 in Review

Private Ocean sold out of Emcor (EME) in Q2 2020, closing a stake of 192 shares — an estimated $11K sold.

Private Ocean first reported a position in EME in Q4 2019 and held it in 2 quarters. The position peaked at $17K in Q4 2019. 335 funds tracked by Wall St. Rank hold EME as of Q2 2020.

Private Ocean reported no remaining Emcor position as of Q2 2020 after selling out during the quarter.
Private Ocean sold 192 Emcor shares in Q2 2020, an estimated $11K.
Private Ocean first reported a position in Emcor in Q4 2019 and held it in 2 quarters.
Private Ocean's Emcor position peaked at $17K in Q4 2019.
335 funds tracked by Wall St. Rank held Emcor as of Q2 2020.

Based on Private Ocean's 13F filing for Q2 2020, filed 24 Jul 2020.