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Wealthspire Advisors (Maryland)’s Emcor EME Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,902
Closed -$139K – 921
2019
Q1 		$139K Sell
1,902
-176
-8% -$11.9K 0.01% 535
2018
Q4 		$124K Buy
2,078
+46
+2% +$3.19K 0.01% 541
2018
Q3 		$153K Hold
2,032
– – 0.01% 533
2018
Q2 		$155K Sell
2,032
-4
-0.2% -$310 0.01% 539
2018
Q1 		$159K Sell
2,036
-280
-12% -$22.2K 0.02% 546
2017
Q4 		$189K Sell
2,316
-64
-3% -$4.96K 0.02% 510
2017
Q3 		$165K Buy
2,380
+483
+25% +$32K 0.02% 544
2017
Q2 		$124K Buy
1,897
+76
+4% +$4.89K 0.01% 604
2017
Q1 		$115K Sell
1,821
-500
-22% -$33.2K 0.02% 553
2016
Q4 		$164K Buy
2,321
+239
+11% +$15.7K 0.02% 422
2016
Q3 		$124K Sell
2,082
-13
-0.6% -$719 0.02% 507
2016
Q2 		$103K Sell
2,095
-77
-4% -$3.67K 0.02% 529
2016
Q1 		$106K Buy
2,172
+2,126
+4,622% +$97K 0.02% 509
2015
Q4 		$2K Buy
+46
New +$2.21K ﹤0.01% 1517

Other funds holding EME

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $32.8M AUM 45.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return