WFG Advisors’s Emcor EME Stock Holding History

WFG Advisors’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
2017 Q1	–	Sell	-34	Closed	-$2K	–	1534
2016 Q4	$2K	Sell	34 -11	-24%	-$721	﹤0.01%	1413
2016 Q3	$3K	Hold	45	–	–	﹤0.01%	1341
2016 Q2	$2K	Hold	45	–	–	﹤0.01%	1373
2016 Q1	$2K	Hold	45	–	–	﹤0.01%	1331
2015 Q4	$2K	Hold	45	–	–	﹤0.01%	1358
2015 Q3	$2K	Hold	45	–	–	﹤0.01%	1398
2015 Q2	$2K	Hold	45	–	–	﹤0.01%	1472
2015 Q1	$2K	Hold	45	–	–	﹤0.01%	1533
2014 Q4	$2K	Hold	45	–	–	﹤0.01%	1835
2014 Q3	$2K	Hold	45	–	–	﹤0.01%	1859
2014 Q2	$2K	Hold	45	–	–	﹤0.01%	1811
2014 Q1	$2K	Sell	45 -8	-15%	-$352	﹤0.01%	1793
2013 Q4	$2K	Buy	53 +3	+6%	+$117	﹤0.01%	1956
2013 Q3	$2K	Hold	50	–	–	﹤0.01%	1924
2013 Q2	$2K	Buy	+50	New	+$1.96K	﹤0.01%	1841

Other funds holding EME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

SAM

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

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

WFG Advisors's EME Position: Q1 2017 in Review

WFG Advisors sold out of Emcor (EME) in Q1 2017, closing a stake of 34 shares — an estimated $2K sold.

WFG Advisors first reported a position in EME in Q2 2013 and held it in 15 quarters. The position peaked at $3K in Q3 2016. 305 funds tracked by Wall St. Rank hold EME as of Q1 2017.

WFG Advisors reported no remaining Emcor position as of Q1 2017 after selling out during the quarter.
WFG Advisors sold 34 Emcor shares in Q1 2017, an estimated $2K.
WFG Advisors first reported a position in Emcor in Q2 2013 and held it in 15 quarters.
WFG Advisors's Emcor position peaked at $3K in Q3 2016.
305 funds tracked by Wall St. Rank held Emcor as of Q1 2017.

Based on WFG Advisors's 13F filing for Q1 2017, filed 10 May 2017.