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Retirement Design & Management’s Eastern Company EML Stock Holding History

Retirement Design & Management’s Portfolio EML Stock Details EML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-11,796
Closed -$196K – 17
2016
Q2 		$196K Hold
11,796
– – 0.12% 70
2016
Q1 		$194K Hold
11,796
– – 0.14% 66
2015
Q4 		$222K Hold
11,796
– – 0.12% 69
2015
Q3 		$189K Hold
11,796
– – 0.2% 66
2015
Q2 		$218K Hold
11,796
– – 0.19% 70
2015
Q1 		$237K Hold
11,796
– – 0.21% 71
2014
Q4 		$201K Buy
+11,796
New +$193K 0.15% 76

Other funds holding EML

BCG
Barington Capital Group New York $123M AUM 41.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Retirement Design & Management's EML Position: Q3 2016 in Review

Retirement Design & Management sold out of Eastern Company (EML) in Q3 2016, closing a stake of 11,796 shares — an estimated $196K sold.

Retirement Design & Management first reported a position in EML in Q4 2014 and held it in 7 quarters. The position peaked at $237K in Q1 2015. 38 funds tracked by Wall St. Rank hold EML as of Q3 2016.

  • Retirement Design & Management reported no remaining Eastern Company position as of Q3 2016 after selling out during the quarter.
  • Retirement Design & Management sold 11,796 Eastern Company shares in Q3 2016, an estimated $196K.
  • Retirement Design & Management first reported a position in Eastern Company in Q4 2014 and held it in 7 quarters.
  • Retirement Design & Management's Eastern Company position peaked at $237K in Q1 2015.
  • 38 funds tracked by Wall St. Rank held Eastern Company as of Q3 2016.

Based on Retirement Design & Management's 13F filing for Q3 2016.