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 $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return