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Dean Investment Associates’s Emcor EME Stock Holding History

Dean Investment Associates’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
-54,635
Closed -$3.87M – 199
2016
Q4 		$3.87M Sell
54,635
-17,065
-24% -$1.12M 0.66% 78
2016
Q3 		$4.28M Buy
71,700
+2,210
+3% +$122K 0.8% 52
2016
Q2 		$3.42M Buy
+69,490
New +$3.31M 0.67% 75
2015
Q1 		– Sell
-29,558
Closed -$1.31M – 228
2014
Q4 		$1.31M Sell
29,558
-1,700
-5% -$73.1K 0.3% 114
2014
Q3 		$1.25M Sell
31,258
-2,315
-7% -$99.5K 0.3% 101
2014
Q2 		$1.5M Buy
33,573
+70
+0.2% +$3.18K 0.34% 93
2014
Q1 		$1.57M Hold
33,503
– – 0.38% 92
2013
Q4 		$1.42M Buy
33,503
+4,880
+17% +$190K 0.34% 95
2013
Q3 		$1.12M Buy
28,623
+3,040
+12% +$123K 0.29% 115
2013
Q2 		$1.04M Buy
+25,583
New +$1M 0.3% 107

Other funds holding EME

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Dean Investment Associates's EME Position: Q1 2017 in Review

Dean Investment Associates sold out of Emcor (EME) in Q1 2017, closing a stake of 54,635 shares — an estimated $3.87M sold.

Dean Investment Associates first reported a position in EME in Q2 2013 and held it in 10 quarters. The position peaked at $4.28M in Q3 2016. 305 funds tracked by Wall St. Rank hold EME as of Q1 2017.

  • Dean Investment Associates reported no remaining Emcor position as of Q1 2017 after selling out during the quarter.
  • Dean Investment Associates sold 54,635 Emcor shares in Q1 2017, an estimated $3.87M.
  • Dean Investment Associates first reported a position in Emcor in Q2 2013 and held it in 10 quarters.
  • Dean Investment Associates's Emcor position peaked at $4.28M in Q3 2016.
  • 305 funds tracked by Wall St. Rank held Emcor as of Q1 2017.

Based on Dean Investment Associates's 13F filing for Q1 2017, filed 9 May 2017.