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MSI Financial Services’s Emcor EME Stock Holding History

MSI Financial Services’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
2016
Q4 		$3K Buy
48
+10
+26% +$655 ﹤0.01% 3336
2016
Q3 		$2K Hold
38
– – ﹤0.01% 3480
2016
Q2 		$2K Sell
38
-38
-50% -$1.81K ﹤0.01% 3494
2016
Q1 		$4K Buy
76
+6
+9% +$274 ﹤0.01% 3248
2015
Q4 		$3K Buy
70
+38
+119% +$1.82K ﹤0.01% 3296
2015
Q3 		$1K Buy
+32
New +$1.49K ﹤0.01% 2936

Other funds holding EME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MSI Financial Services's EME Position: Q4 2016 in Review

MSI Financial Services increased its Emcor (EME) stake by 26% in Q4 2016, buying an estimated $655 and bringing the position to 48 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #3336.

MSI Financial Services first reported a position in EME in Q3 2015 and has held it in 6 quarters since. The position peaked at $4K in Q1 2016. 334 funds tracked by Wall St. Rank hold EME as of Q4 2016.

  • MSI Financial Services held 48 shares of Emcor worth $3K as of Q4 2016.
  • MSI Financial Services bought 10 Emcor shares in Q4 2016, an estimated $655.
  • Emcor made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3336 holding.
  • MSI Financial Services first reported a position in Emcor in Q3 2015 and has held it in 6 quarters since.
  • MSI Financial Services's Emcor position peaked at $4K in Q1 2016.
  • 334 funds tracked by Wall St. Rank held Emcor as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.