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Oakbrook Investments’s Emcor EME Stock Holding History

Oakbrook 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
2020
Q1 		– Sell
-4,000
Closed -$345K – 215
2019
Q4 		$345K Buy
4,000
+100
+3% +$8.8K 0.07% 427
2019
Q3 		$336K Sell
3,900
-100
-3% -$8.51K 0.02% 463
2019
Q2 		$352K Buy
4,000
+800
+25% +$64.9K 0.02% 459
2019
Q1 		$234K Buy
+3,200
New +$217K 0.01% 556
2018
Q4 		– Sell
-4,500
Closed -$338K – 597
2018
Q3 		$338K Hold
4,500
– – 0.02% 522
2018
Q2 		$343K Buy
4,500
+100
+2% +$7.75K 0.02% 430
2018
Q1 		$343K Buy
4,400
+400
+10% +$31.7K 0.02% 439
2017
Q4 		$327K Sell
4,000
-100
-2% -$7.75K 0.02% 444
2017
Q3 		$284K Sell
4,100
-300
-7% -$19.9K 0.02% 460
2017
Q2 		$288K Buy
+4,400
New +$283K 0.02% 432

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Oakbrook Investments's EME Position: Q1 2020 in Review

Oakbrook Investments sold out of Emcor (EME) in Q1 2020, closing a stake of 4,000 shares — an estimated $345K sold.

Oakbrook Investments first reported a position in EME in Q2 2017 and held it in 10 quarters. The position peaked at $352K in Q2 2019. 308 funds tracked by Wall St. Rank hold EME as of Q1 2020.

  • Oakbrook Investments reported no remaining Emcor position as of Q1 2020 after selling out during the quarter.
  • Oakbrook Investments sold 4,000 Emcor shares in Q1 2020, an estimated $345K.
  • Oakbrook Investments first reported a position in Emcor in Q2 2017 and held it in 10 quarters.
  • Oakbrook Investments's Emcor position peaked at $352K in Q2 2019.
  • 308 funds tracked by Wall St. Rank held Emcor as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.