BRCA
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Birch Run Capital Advisors’s Emcor EME Stock Holding History

Birch Run Capital 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
2015
Q3 		– Sell
-198,550
Closed -$9.48M – 21
2015
Q2 		$9.48M Hold
198,550
– – 2.08% 7
2015
Q1 		$9.23M Hold
198,550
– – 2.21% 7
2014
Q4 		$8.83M Hold
198,550
– – 2.18% 7
2014
Q3 		$7.93M Hold
198,550
– – 2.07% 7
2014
Q2 		$8.84M Hold
198,550
– – 2.45% 6
2014
Q1 		$9.29M Sell
198,550
-59,000
-23% -$2.6M 2.29% 6
2013
Q4 		$10.9M Hold
257,550
– – 2.46% 9
2013
Q3 		$10.1M Hold
257,550
– – 2.58% 7
2013
Q2 		$10.5M Buy
+257,550
New +$10.1M 2.92% 6

Other funds holding EME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return