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Rotella Capital Management’s Emcor EME Stock Holding History

Rotella Capital Management’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
2016
Q1 		– Sell
-7,692
Closed -$369K – 91
2015
Q4 		$369K Sell
7,692
-7,094
-48% -$340K 0.33% 168
2015
Q3 		$654K Buy
+14,786
New +$690K 0.21% 207

Other funds holding EME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rotella Capital Management's EME Position: Q1 2016 in Review

Rotella Capital Management sold out of Emcor (EME) in Q1 2016, closing a stake of 7,692 shares — an estimated $369K sold.

Rotella Capital Management first reported a position in EME in Q3 2015 and held it in 2 quarters. The position peaked at $654K in Q3 2015. 270 funds tracked by Wall St. Rank hold EME as of Q1 2016.

  • Rotella Capital Management reported no remaining Emcor position as of Q1 2016 after selling out during the quarter.
  • Rotella Capital Management sold 7,692 Emcor shares in Q1 2016, an estimated $369K.
  • Rotella Capital Management first reported a position in Emcor in Q3 2015 and held it in 2 quarters.
  • Rotella Capital Management's Emcor position peaked at $654K in Q3 2015.
  • 270 funds tracked by Wall St. Rank held Emcor as of Q1 2016.

Based on Rotella Capital Management's 13F filing for Q1 2016, filed 13 May 2016.