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Independent Portfolio Consultants’s Emcor EME Stock Holding History

Independent Portfolio Consultants’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
2014
Q3 		– Sell
-515
Closed -$23K – 859
2014
Q2 		$23K Buy
+515
New +$23.4K 0.01% 753

Other funds holding EME

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Independent Portfolio Consultants's EME Position: Q3 2014 in Review

Independent Portfolio Consultants sold out of Emcor (EME) in Q3 2014, closing a stake of 515 shares — an estimated $23K sold.

Independent Portfolio Consultants first reported a position in EME in Q2 2014 and held it in 1 quarter. The position peaked at $23K in Q2 2014. 224 funds tracked by Wall St. Rank hold EME as of Q3 2014.

  • Independent Portfolio Consultants reported no remaining Emcor position as of Q3 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 515 Emcor shares in Q3 2014, an estimated $23K.
  • Independent Portfolio Consultants first reported a position in Emcor in Q2 2014 and held it in 1 quarter.
  • Independent Portfolio Consultants's Emcor position peaked at $23K in Q2 2014.
  • 224 funds tracked by Wall St. Rank held Emcor as of Q3 2014.

Based on Independent Portfolio Consultants's 13F filing for Q3 2014, filed 14 Nov 2014.