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Dana Investment Advisors’s Emcor EME Stock Holding History

Dana Investment 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
2017
Q2 		– Sell
-157,296
Closed -$9.9M – 278
2017
Q1 		$9.9M Buy
157,296
+1,645
+1% +$109K 0.46% 64
2016
Q4 		$11M Buy
155,651
+3,914
+3% +$256K 0.52% 62
2016
Q3 		$9.05M Buy
+151,737
New +$8.39M 0.43% 70

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dana Investment Advisors's EME Position: Q2 2017 in Review

Dana Investment Advisors sold out of Emcor (EME) in Q2 2017, closing a stake of 157,296 shares — an estimated $9.9M sold.

Dana Investment Advisors first reported a position in EME in Q3 2016 and held it in 3 quarters. The position peaked at $11M in Q4 2016. 299 funds tracked by Wall St. Rank hold EME as of Q2 2017.

  • Dana Investment Advisors reported no remaining Emcor position as of Q2 2017 after selling out during the quarter.
  • Dana Investment Advisors sold 157,296 Emcor shares in Q2 2017, an estimated $9.9M.
  • Dana Investment Advisors first reported a position in Emcor in Q3 2016 and held it in 3 quarters.
  • Dana Investment Advisors's Emcor position peaked at $11M in Q4 2016.
  • 299 funds tracked by Wall St. Rank held Emcor as of Q2 2017.

Based on Dana Investment Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.