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 $5.7T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return