WealthPLAN Partners’s Emcor EME Stock Holding History

WealthPLAN Partners’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
2016 Q3	–	Sell	-252	Closed	-$12	–	989
2016 Q2	$12	Buy	+252	New	+$12K	﹤0.01%	2513

Other funds holding EME

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WealthPLAN Partners's EME Position: Q3 2016 in Review

WealthPLAN Partners sold out of Emcor (EME) in Q3 2016, closing a stake of 252 shares — an estimated $12 sold.

WealthPLAN Partners first reported a position in EME in Q2 2016 and held it in 1 quarter. The position peaked at $12 in Q2 2016. 301 funds tracked by Wall St. Rank hold EME as of Q3 2016.

WealthPLAN Partners reported no remaining Emcor position as of Q3 2016 after selling out during the quarter.
WealthPLAN Partners sold 252 Emcor shares in Q3 2016, an estimated $12.
WealthPLAN Partners first reported a position in Emcor in Q2 2016 and held it in 1 quarter.
WealthPLAN Partners's Emcor position peaked at $12 in Q2 2016.
301 funds tracked by Wall St. Rank held Emcor as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.