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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 – 906
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 $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $87.8M AUM 45.55% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EME Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Emcor (EME) in Q2 2019, closing a stake of 1,902 shares — an estimated $139K sold.

Wealthspire Advisors (Maryland) first reported a position in EME in Q4 2015 and held it in 14 quarters. The position peaked at $189K in Q4 2017. 335 funds tracked by Wall St. Rank hold EME as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Emcor position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,902 Emcor shares in Q2 2019, an estimated $139K.
  • Wealthspire Advisors (Maryland) first reported a position in Emcor in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Emcor position peaked at $189K in Q4 2017.
  • 335 funds tracked by Wall St. Rank held Emcor as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.