Capital Guardian Trust’s Emcor EME Stock Holding History

Capital Guardian Trust’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	-153	Closed	-$10K	–	304
2017 Q1	$10K	Hold	153	–	–	﹤0.01%	537
2016 Q4	$11K	Hold	153	–	–	﹤0.01%	568
2016 Q3	$9K	Hold	153	–	–	﹤0.01%	583
2016 Q2	$8K	Hold	153	–	–	﹤0.01%	578
2016 Q1	$7K	Hold	153	–	–	﹤0.01%	638
2015 Q4	$7K	Hold	153	–	–	﹤0.01%	607
2015 Q3	$7K	Hold	153	–	–	﹤0.01%	611
2015 Q2	$7K	Sell	153 -61	-29%	-$2.84K	﹤0.01%	614
2015 Q1	$10K	Buy	+214	New	+$9.29K	﹤0.01%	606

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

Capital Guardian Trust's EME Position: Q2 2017 in Review

Capital Guardian Trust sold out of Emcor (EME) in Q2 2017, closing a stake of 153 shares — an estimated $10K sold.

Capital Guardian Trust first reported a position in EME in Q1 2015 and held it in 9 quarters. The position peaked at $11K in Q4 2016. 300 funds tracked by Wall St. Rank hold EME as of Q2 2017.

Capital Guardian Trust reported no remaining Emcor position as of Q2 2017 after selling out during the quarter.
Capital Guardian Trust sold 153 Emcor shares in Q2 2017, an estimated $10K.
Capital Guardian Trust first reported a position in Emcor in Q1 2015 and held it in 9 quarters.
Capital Guardian Trust's Emcor position peaked at $11K in Q4 2016.
300 funds tracked by Wall St. Rank held Emcor as of Q2 2017.

Based on Capital Guardian Trust's 13F filing for Q2 2017, filed 14 Aug 2017.