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Wealthcare Capital Management’s Emcor EME Stock Holding History

Wealthcare Capital Management’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
2021
Q2 		– Sell
-150
Closed -$17K – 250
2021
Q1 		$17K Buy
+150
New +$15K ﹤0.01% 229
2020
Q2 		– Sell
-612
Closed -$38K – 107
2020
Q1 		$38K Hold
612
– – 0.01% 103
2019
Q4 		$53K Hold
612
– – 0.01% 105
2019
Q3 		$53K Buy
+612
New +$52.1K 0.01% 97

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthcare Capital Management's EME Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Emcor (EME) in Q2 2021, closing a stake of 150 shares — an estimated $17K sold.

Wealthcare Capital Management first reported a position in EME in Q3 2019 and held it in 4 quarters. The position peaked at $53K in Q4 2019. 375 funds tracked by Wall St. Rank hold EME as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Emcor position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 150 Emcor shares in Q2 2021, an estimated $17K.
  • Wealthcare Capital Management first reported a position in Emcor in Q3 2019 and held it in 4 quarters.
  • Wealthcare Capital Management's Emcor position peaked at $53K in Q4 2019.
  • 375 funds tracked by Wall St. Rank held Emcor as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.