WAM
EMES

Wealthspire Advisors (Maryland)’s Emerge Energy Services LP EMES Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio EMES Stock Details EMES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-100
Closed -$1K – 2073
2016
Q4 		$1K Hold
100
– – ﹤0.01% 1717
2016
Q3 		$1K Hold
100
– – ﹤0.01% 1693
2016
Q2 		$1K Hold
100
– – ﹤0.01% 1662
2016
Q1 		$0 Buy
+100
New +$407 ﹤0.01% 1908

Other funds holding EMES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CM
Castleark Management Chicago, Illinois $3.02B AUM 53.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
YCM
Yorkville Capital Management New York $82.8M AUM 0.41% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EMES Position: Q1 2017 in Review

Wealthspire Advisors (Maryland) sold out of Emerge Energy Services LP (EMES) in Q1 2017, closing a stake of 100 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in EMES in Q1 2016 and held it in 4 quarters. The position peaked at $1K in Q4 2016. 58 funds tracked by Wall St. Rank hold EMES as of Q1 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Emerge Energy Services LP position as of Q1 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 100 Emerge Energy Services LP shares in Q1 2017, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Emerge Energy Services LP in Q1 2016 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Emerge Energy Services LP position peaked at $1K in Q4 2016.
  • 58 funds tracked by Wall St. Rank held Emerge Energy Services LP as of Q1 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2017, filed 9 May 2017.