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Index Management Solutions’s Emcor EME Stock Holding History

Index Management Solutions’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
Q4 		– Sell
-4,940
Closed -$197K – 855
2014
Q3 		$197K Buy
4,940
+474
+11% +$20.4K 0.02% 650
2014
Q2 		$199K Buy
4,466
+3,099
+227% +$141K 0.02% 637
2014
Q1 		$64K Buy
+1,367
New +$60.2K 0.01% 671

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Index Management Solutions's EME Position: Q4 2014 in Review

Index Management Solutions sold out of Emcor (EME) in Q4 2014, closing a stake of 4,940 shares — an estimated $197K sold.

Index Management Solutions first reported a position in EME in Q1 2014 and held it in 3 quarters. The position peaked at $199K in Q2 2014. 224 funds tracked by Wall St. Rank hold EME as of Q4 2014.

  • Index Management Solutions reported no remaining Emcor position as of Q4 2014 after selling out during the quarter.
  • Index Management Solutions sold 4,940 Emcor shares in Q4 2014, an estimated $197K.
  • Index Management Solutions first reported a position in Emcor in Q1 2014 and held it in 3 quarters.
  • Index Management Solutions's Emcor position peaked at $199K in Q2 2014.
  • 224 funds tracked by Wall St. Rank held Emcor as of Q4 2014.

Based on Index Management Solutions's 13F filing for Q4 2014, filed 13 Feb 2015.