Transform Wealth’s Emcor EME Stock Holding History

Transform Wealth’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 Q3	–	Sell	-29,800	Closed	-$2.27M	–	202
2018 Q2	$2.27M	Buy	29,800 +1,000	+3%	+$77.5K	0.41%	80
2018 Q1	$2.24M	Buy	28,800 +9,000	+45%	+$713K	0.43%	85
2017 Q4	$1.62M	Buy	+19,800	New	+$1.53M	0.3%	110

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

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

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

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

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

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 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

Transform Wealth's EME Position: Q3 2018 in Review

Transform Wealth sold out of Emcor (EME) in Q3 2018, closing a stake of 29,800 shares — an estimated $2.27M sold.

Transform Wealth first reported a position in EME in Q4 2017 and held it in 3 quarters. The position peaked at $2.27M in Q2 2018. 331 funds tracked by Wall St. Rank hold EME as of Q3 2018.

Transform Wealth reported no remaining Emcor position as of Q3 2018 after selling out during the quarter.
Transform Wealth sold 29,800 Emcor shares in Q3 2018, an estimated $2.27M.
Transform Wealth first reported a position in Emcor in Q4 2017 and held it in 3 quarters.
Transform Wealth's Emcor position peaked at $2.27M in Q2 2018.
331 funds tracked by Wall St. Rank held Emcor as of Q3 2018.

Based on Transform Wealth's 13F filing for Q3 2018, filed 25 Oct 2018.