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Squar Milner Financial Services’s Emcor EME Stock Holding History

Squar Milner Financial Services’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
-26
Closed -$2K – 786
2019
Q4 		$2K Buy
+26
New +$2.29K ﹤0.01% 739

Other funds holding EME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Squar Milner Financial Services's EME Position: Q1 2020 in Review

Squar Milner Financial Services sold out of Emcor (EME) in Q1 2020, closing a stake of 26 shares — an estimated $2K sold.

Squar Milner Financial Services first reported a position in EME in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 308 funds tracked by Wall St. Rank hold EME as of Q1 2020.

  • Squar Milner Financial Services reported no remaining Emcor position as of Q1 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 26 Emcor shares in Q1 2020, an estimated $2K.
  • Squar Milner Financial Services first reported a position in Emcor in Q4 2019 and held it in 1 quarter.
  • Squar Milner Financial Services's Emcor position peaked at $2K in Q4 2019.
  • 308 funds tracked by Wall St. Rank held Emcor as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.