Private Wealth Advisors (Pennsylvania)’s Emclaire Financial Corp EMCF Stock Holding History

Private Wealth Advisors (Pennsylvania)’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 Q4	$2.05M	Hold	66,955	–	–	1.17%	23
2020 Q3	$1.68M	Hold	66,955	–	–	1.08%	23
2020 Q2	$1.34M	Hold	66,955	–	–	0.92%	28
2020 Q1	$1.48M	Hold	66,955	–	–	1.12%	24
2019 Q4	$2.18M	Buy	66,955 +34,805	+108%	+$1.11M	1.16%	26
2019 Q3	$1.06M	Buy	+32,150	New	+$1.06M	0.54%	52

Other funds holding EMCF

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

Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s EMCF Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) held its Emclaire Financial Corp (EMCF) position steady in Q4 2020 at 66,955 shares worth $2.05M. The position accounts for 1.17% of the portfolio, ranked #23.

Private Wealth Advisors (Pennsylvania) first reported a position in EMCF in Q3 2019 and has held it in 6 quarters since. The position peaked at $2.18M in Q4 2019. 18 funds tracked by Wall St. Rank hold EMCF as of Q4 2020.

Private Wealth Advisors (Pennsylvania) held 66,955 shares of Emclaire Financial Corp worth $2.05M as of Q4 2020.
Private Wealth Advisors (Pennsylvania) left its Emclaire Financial Corp share count unchanged in Q4 2020.
Emclaire Financial Corp made up 1.17% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #23 holding.
Private Wealth Advisors (Pennsylvania) first reported a position in Emclaire Financial Corp in Q3 2019 and has held it in 6 quarters since.
Private Wealth Advisors (Pennsylvania)'s Emclaire Financial Corp position peaked at $2.18M in Q4 2019.
18 funds tracked by Wall St. Rank held Emclaire Financial Corp as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.