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Douglass Winthrop Advisors’s Emcor EME Stock Holding History

Douglass Winthrop 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
2018
Q3 		– Sell
-34,338
Closed -$2.62M – 263
2018
Q2 		$2.62M Sell
34,338
-1,102
-3% -$85.4K 0.12% 94
2018
Q1 		$2.76M Buy
+35,440
New +$2.81M 0.13% 93

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Douglass Winthrop Advisors's EME Position: Q3 2018 in Review

Douglass Winthrop Advisors sold out of Emcor (EME) in Q3 2018, closing a stake of 34,338 shares — an estimated $2.62M sold.

Douglass Winthrop Advisors first reported a position in EME in Q1 2018 and held it in 2 quarters. The position peaked at $2.76M in Q1 2018. 332 funds tracked by Wall St. Rank hold EME as of Q3 2018.

  • Douglass Winthrop Advisors reported no remaining Emcor position as of Q3 2018 after selling out during the quarter.
  • Douglass Winthrop Advisors sold 34,338 Emcor shares in Q3 2018, an estimated $2.62M.
  • Douglass Winthrop Advisors first reported a position in Emcor in Q1 2018 and held it in 2 quarters.
  • Douglass Winthrop Advisors's Emcor position peaked at $2.76M in Q1 2018.
  • 332 funds tracked by Wall St. Rank held Emcor as of Q3 2018.

Based on Douglass Winthrop Advisors's 13F filing for Q3 2018, filed 12 Oct 2018.