Bell Rock Capital’s Emcor EME Stock Holding History

Bell Rock Capital’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 Q2	–	Sell	-5,206	Closed	-$328K	–	419
2017 Q1	$328K	Sell	5,206 -2,494	-32%	-$165K	0.3%	61
2016 Q4	$545K	Buy	+7,700	New	+$505K	0.57%	39

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

RCG

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bell Rock Capital's EME Position: Q2 2017 in Review

Bell Rock Capital sold out of Emcor (EME) in Q2 2017, closing a stake of 5,206 shares — an estimated $328K sold.

Bell Rock Capital first reported a position in EME in Q4 2016 and held it in 2 quarters. The position peaked at $545K in Q4 2016. 300 funds tracked by Wall St. Rank hold EME as of Q2 2017.

Bell Rock Capital reported no remaining Emcor position as of Q2 2017 after selling out during the quarter.
Bell Rock Capital sold 5,206 Emcor shares in Q2 2017, an estimated $328K.
Bell Rock Capital first reported a position in Emcor in Q4 2016 and held it in 2 quarters.
Bell Rock Capital's Emcor position peaked at $545K in Q4 2016.
300 funds tracked by Wall St. Rank held Emcor as of Q2 2017.

Based on Bell Rock Capital's 13F filing for Q2 2017, filed 6 Dec 2018.