Ropes Wealth Advisors’s Emcor EME Stock Holding History

Ropes Wealth Advisors’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
2018 Q1	–	Sell	-229	Closed	-$19K	–	639
2017 Q4	$19K	Hold	229	–	–	0.01%	447
2017 Q3	$16K	Buy	+229	New	+$15.2K	﹤0.01%	440

Other funds holding EME

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Ropes Wealth Advisors's EME Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of Emcor (EME) in Q1 2018, closing a stake of 229 shares — an estimated $19K sold.

Ropes Wealth Advisors first reported a position in EME in Q3 2017 and held it in 2 quarters. The position peaked at $19K in Q4 2017. 340 funds tracked by Wall St. Rank hold EME as of Q1 2018.

Ropes Wealth Advisors reported no remaining Emcor position as of Q1 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 229 Emcor shares in Q1 2018, an estimated $19K.
Ropes Wealth Advisors first reported a position in Emcor in Q3 2017 and held it in 2 quarters.
Ropes Wealth Advisors's Emcor position peaked at $19K in Q4 2017.
340 funds tracked by Wall St. Rank held Emcor as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.