Old Mutual Customised Solutions’s Emcor EME Stock Holding History

Old Mutual Customised 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
2017 Q1	–	Sell	-2,700	Closed	-$191K	–	793
2016 Q4	$191K	Buy	2,700 +2,200	+440%	+$144K	0.04%	511
2016 Q3	$30K	Sell	500 -2,300	-82%	-$127K	0.01%	697
2016 Q2	$138K	Hold	2,800	–	–	0.03%	536
2016 Q1	$136K	Hold	2,800	–	–	0.04%	535
2015 Q4	$135K	Hold	2,800	–	–	0.03%	518
2015 Q3	$124K	Hold	2,800	–	–	0.03%	548
2015 Q2	$134K	Hold	2,800	–	–	0.03%	563
2015 Q1	$130K	Hold	2,800	–	–	0.03%	554
2014 Q4	$125K	Hold	2,800	–	–	0.04%	533
2014 Q3	$112K	Hold	2,800	–	–	0.03%	545
2014 Q2	$125K	Hold	2,800	–	–	0.03%	556
2014 Q1	$131K	Hold	2,800	–	–	0.03%	533
2013 Q4	$119K	Hold	2,800	–	–	0.03%	544
2013 Q3	$110K	Sell	2,800 -600	-18%	-$24.3K	0.03%	562
2013 Q2	$138K	Buy	+3,400	New	+$133K	0.04%	477

Other funds holding EME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Old Mutual Customised Solutions's EME Position: Q1 2017 in Review

Old Mutual Customised Solutions sold out of Emcor (EME) in Q1 2017, closing a stake of 2,700 shares — an estimated $191K sold.

Old Mutual Customised Solutions first reported a position in EME in Q2 2013 and held it in 15 quarters. The position peaked at $191K in Q4 2016. 305 funds tracked by Wall St. Rank hold EME as of Q1 2017.

Old Mutual Customised Solutions reported no remaining Emcor position as of Q1 2017 after selling out during the quarter.
Old Mutual Customised Solutions sold 2,700 Emcor shares in Q1 2017, an estimated $191K.
Old Mutual Customised Solutions first reported a position in Emcor in Q2 2013 and held it in 15 quarters.
Old Mutual Customised Solutions's Emcor position peaked at $191K in Q4 2016.
305 funds tracked by Wall St. Rank held Emcor as of Q1 2017.

Based on Old Mutual Customised Solutions's 13F filing for Q1 2017, filed 16 May 2017.