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Calvert Investment Management’s Emcor EME Stock Holding History

Calvert Investment Management’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
-162,823
Closed -$11.5M – 193
2016
Q4 		$11.5M Buy
162,823
+70,276
+76% +$4.61M 0.43% 61
2016
Q3 		$5.52M Buy
92,547
+286
+0.3% +$15.8K 0.2% 150
2016
Q2 		$4.54M Buy
92,261
+16,684
+22% +$795K 0.18% 137
2016
Q1 		$3.67M Hold
75,577
– – 0.16% 119
2015
Q4 		$3.63M Buy
+75,577
New +$3.63M 0.17% 124

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
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Calvert Investment Management's EME Position: Q1 2017 in Review

Calvert Investment Management sold out of Emcor (EME) in Q1 2017, closing a stake of 162,823 shares — an estimated $11.5M sold.

Calvert Investment Management first reported a position in EME in Q4 2015 and held it in 5 quarters. The position peaked at $11.5M in Q4 2016. 305 funds tracked by Wall St. Rank hold EME as of Q1 2017.

  • Calvert Investment Management reported no remaining Emcor position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 162,823 Emcor shares in Q1 2017, an estimated $11.5M.
  • Calvert Investment Management first reported a position in Emcor in Q4 2015 and held it in 5 quarters.
  • Calvert Investment Management's Emcor position peaked at $11.5M in Q4 2016.
  • 305 funds tracked by Wall St. Rank held Emcor as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.