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Northwest & Ethical Investments’s Emcor EME Stock Holding History

Northwest & Ethical Investments’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
2017
Q1 		– Sell
-14,092
Closed -$997K – 388
2016
Q4 		$997K Sell
14,092
-708
-5% -$46.4K 0.07% 263
2016
Q3 		$882K Buy
+14,800
New +$818K 0.06% 251

Other funds holding EME

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Northwest & Ethical Investments's EME Position: Q1 2017 in Review

Northwest & Ethical Investments sold out of Emcor (EME) in Q1 2017, closing a stake of 14,092 shares — an estimated $997K sold.

Northwest & Ethical Investments first reported a position in EME in Q3 2016 and held it in 2 quarters. The position peaked at $997K in Q4 2016. 304 funds tracked by Wall St. Rank hold EME as of Q1 2017.

  • Northwest & Ethical Investments reported no remaining Emcor position as of Q1 2017 after selling out during the quarter.
  • Northwest & Ethical Investments sold 14,092 Emcor shares in Q1 2017, an estimated $997K.
  • Northwest & Ethical Investments first reported a position in Emcor in Q3 2016 and held it in 2 quarters.
  • Northwest & Ethical Investments's Emcor position peaked at $997K in Q4 2016.
  • 304 funds tracked by Wall St. Rank held Emcor as of Q1 2017.

Based on Northwest & Ethical Investments's 13F filing for Q1 2017, filed 8 Jul 2025.