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TCI Wealth Advisors’s Emcor EME Stock Holding History

TCI 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
2023
Q2 		– Sell
-72
Closed -$11.7K – 816
2023
Q1 		$11.7K Hold
72
– – ﹤0.01% 983
2022
Q4 		$10.7K Buy
72
+57
+380% +$8.09K ﹤0.01% 1033
2022
Q3 		$2K Buy
15
+5
+50% +$571 ﹤0.01% 1920
2022
Q2 		$1K Sell
10
-98
-91% -$10.5K ﹤0.01% 2126
2022
Q1 		$12K Hold
108
– – ﹤0.01% 973
2021
Q4 		$14K Hold
108
– – ﹤0.01% 912
2021
Q3 		$12K Buy
108
+32
+42% +$3.83K ﹤0.01% 971
2021
Q2 		$9K Buy
76
+39
+105% +$4.76K ﹤0.01% 1019
2021
Q1 		$4K Buy
37
+27
+270% +$2.71K ﹤0.01% 1358
2020
Q4 		$1K Hold
10
– – ﹤0.01% 1365
2020
Q3 		$1K Hold
10
– – ﹤0.01% 1308
2020
Q2 		$1K Hold
10
– – ﹤0.01% 1239
2020
Q1 		$1K Hold
10
– – ﹤0.01% 1224
2019
Q4 		$1K Hold
10
– – ﹤0.01% 1324
2019
Q3 		$1K Hold
10
– – ﹤0.01% 1263
2019
Q2 		$1K Hold
10
– – ﹤0.01% 1179
2019
Q1 		$1K Hold
10
– – ﹤0.01% 1195
2018
Q4 		$1K Sell
10
-9
-47% -$623 ﹤0.01% 1190
2018
Q3 		$1K Sell
19
-16
-46% -$1.23K ﹤0.01% 1198
2018
Q2 		$3K Buy
35
+25
+250% +$1.94K ﹤0.01% 929
2018
Q1 		$1K Hold
10
– – ﹤0.01% 1122
2017
Q4 		$1K Hold
10
– – ﹤0.01% 1170
2017
Q3 		$1K Hold
10
– – ﹤0.01% 1095
2017
Q2 		$1K Hold
10
– – ﹤0.01% 1117
2017
Q1 		$1K Hold
10
– – ﹤0.01% 1071
2016
Q4 		$1K Hold
10
– – ﹤0.01% 1147
2016
Q3 		$1K Hold
10
– – ﹤0.01% 1107
2016
Q2 		$0 Hold
10
– – ﹤0.01% 1312
2016
Q1 		$0 Buy
+10
New +$456 ﹤0.01% 1341

Other funds holding EME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

TCI Wealth Advisors's EME Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Emcor (EME) in Q2 2023, closing a stake of 72 shares — an estimated $11.7K sold.

TCI Wealth Advisors first reported a position in EME in Q1 2016 and held it in 29 quarters. The position peaked at $14K in Q4 2021. 492 funds tracked by Wall St. Rank hold EME as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Emcor position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 72 Emcor shares in Q2 2023, an estimated $11.7K.
  • TCI Wealth Advisors first reported a position in Emcor in Q1 2016 and held it in 29 quarters.
  • TCI Wealth Advisors's Emcor position peaked at $14K in Q4 2021.
  • 492 funds tracked by Wall St. Rank held Emcor as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.