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Ferguson Wellman Capital Management’s Emcor EME Stock Holding History

Ferguson Wellman Capital 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
2018
Q1 		– Sell
-8,895
Closed -$727K – 349
2017
Q4 		$727K Sell
8,895
-1,355
-13% -$105K 0.03% 218
2017
Q3 		$711K Sell
10,250
-1,260
-11% -$83.4K 0.03% 208
2017
Q2 		$753K Sell
11,510
-600
-5% -$38.6K 0.03% 200
2017
Q1 		$762K Sell
12,110
-166,880
-93% -$11.1M 0.03% 204
2016
Q4 		$12.7M Buy
178,990
+15,255
+9% +$1,000K 0.52% 61
2016
Q3 		$9.76M Buy
+163,735
New +$9.05M 0.42% 75

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Ferguson Wellman Capital Management's EME Position: Q1 2018 in Review

Ferguson Wellman Capital Management sold out of Emcor (EME) in Q1 2018, closing a stake of 8,895 shares — an estimated $727K sold.

Ferguson Wellman Capital Management first reported a position in EME in Q3 2016 and held it in 6 quarters. The position peaked at $12.7M in Q4 2016. 341 funds tracked by Wall St. Rank hold EME as of Q1 2018.

  • Ferguson Wellman Capital Management reported no remaining Emcor position as of Q1 2018 after selling out during the quarter.
  • Ferguson Wellman Capital Management sold 8,895 Emcor shares in Q1 2018, an estimated $727K.
  • Ferguson Wellman Capital Management first reported a position in Emcor in Q3 2016 and held it in 6 quarters.
  • Ferguson Wellman Capital Management's Emcor position peaked at $12.7M in Q4 2016.
  • 341 funds tracked by Wall St. Rank held Emcor as of Q1 2018.

Based on Ferguson Wellman Capital Management's 13F filing for Q1 2018, filed 9 Apr 2018.