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Boston Advisors’s Emcor EME Stock Holding History

Boston 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
2019
Q3 		$3.15M Buy
36,620
+281
+0.8% +$23.9K 0.16% 164
2019
Q2 		$3.2M Sell
36,339
-16,007
-31% -$1.3M 0.17% 160
2019
Q1 		$3.83M Buy
52,346
+12,362
+31% +$839K 0.2% 142
2018
Q4 		$2.39M Buy
39,984
+10,253
+34% +$710K 0.14% 182
2018
Q3 		$2.23M Sell
29,731
-131,743
-82% -$10.2M 0.1% 267
2018
Q2 		$12.3M Sell
161,474
-67,866
-30% -$5.26M 0.31% 80
2018
Q1 		$17.9M Sell
229,340
-3,984
-2% -$316K 0.46% 57
2017
Q4 		$19.1M Buy
233,324
+158,288
+211% +$12.3M 0.41% 62
2017
Q3 		$5.21M Sell
75,036
-4,490
-6% -$297K 0.12% 205
2017
Q2 		$5.2M Buy
79,526
+5,782
+8% +$372K 0.12% 209
2017
Q1 		$4.64M Sell
73,744
-33,190
-31% -$2.2M 0.11% 224
2016
Q4 		$7.57M Sell
106,934
-15,096
-12% -$989K 0.18% 160
2016
Q3 		$7.28M Sell
122,030
-57,475
-32% -$3.18M 0.18% 149
2016
Q2 		$8.84M Sell
179,505
-8,224
-4% -$392K 0.22% 133
2016
Q1 		$9.12M Sell
187,729
-52,410
-22% -$2.39M 0.22% 122
2015
Q4 		$11.5M Buy
240,139
+81,450
+51% +$3.91M 0.27% 112
2015
Q3 		$7.02M Buy
158,689
+129,783
+449% +$6.06M 0.26% 117
2015
Q2 		$1.38M Buy
28,906
+13,080
+83% +$609K 0.06% 253
2015
Q1 		$735K Buy
15,826
+7,110
+82% +$309K 0.03% 349
2014
Q4 		$388K Hold
8,716
– – 0.02% 396
2014
Q3 		$348K Hold
8,716
– – 0.01% 422
2014
Q2 		$388K Sell
8,716
-494
-5% -$22.4K 0.02% 409
2014
Q1 		$431K Sell
9,210
-921
-9% -$40.6K 0.02% 366
2013
Q4 		$430K Buy
10,131
+333
+3% +$13K 0.02% 367
2013
Q3 		$383K Hold
9,798
– – 0.02% 356
2013
Q2 		$398K Buy
+9,798
New +$384K 0.02% 339

Other funds holding EME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Advisors's EME Position: Q3 2019 in Review

Boston Advisors increased its Emcor (EME) stake by 0.77% in Q3 2019, buying an estimated $23.9K and bringing the position to 36,620 shares worth $3.15M. The position accounts for 0.16% of the portfolio, ranked #164.

Boston Advisors first reported a position in EME in Q2 2013 and has held it in 26 quarters since. The position peaked at $19.1M in Q4 2017. 353 funds tracked by Wall St. Rank hold EME as of Q3 2019.

  • Boston Advisors held 36,620 shares of Emcor worth $3.15M as of Q3 2019.
  • Boston Advisors bought 281 Emcor shares in Q3 2019, an estimated $23.9K.
  • Emcor made up 0.16% of Boston Advisors's portfolio in Q3 2019, its #164 holding.
  • Boston Advisors first reported a position in Emcor in Q2 2013 and has held it in 26 quarters since.
  • Boston Advisors's Emcor position peaked at $19.1M in Q4 2017.
  • 353 funds tracked by Wall St. Rank held Emcor as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.