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Schwartz Investment Counsel’s Emcor EME Stock Holding History

Schwartz Investment Counsel’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
2014
Q4 		– Sell
-15,000
Closed -$599K – 175
2014
Q3 		$599K Hold
15,000
– – 0.04% 139
2014
Q2 		$668K Hold
15,000
– – 0.05% 142
2014
Q1 		$702K Hold
15,000
– – 0.05% 147
2013
Q4 		$637K Hold
15,000
– – 0.05% 157
2013
Q3 		$587K Hold
15,000
– – 0.05% 162
2013
Q2 		$610K Buy
+15,000
New +$588K 0.06% 152

Other funds holding EME

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Schwartz Investment Counsel's EME Position: Q4 2014 in Review

Schwartz Investment Counsel sold out of Emcor (EME) in Q4 2014, closing a stake of 15,000 shares — an estimated $599K sold.

Schwartz Investment Counsel first reported a position in EME in Q2 2013 and held it in 6 quarters. The position peaked at $702K in Q1 2014. 224 funds tracked by Wall St. Rank hold EME as of Q4 2014.

  • Schwartz Investment Counsel reported no remaining Emcor position as of Q4 2014 after selling out during the quarter.
  • Schwartz Investment Counsel sold 15,000 Emcor shares in Q4 2014, an estimated $599K.
  • Schwartz Investment Counsel first reported a position in Emcor in Q2 2013 and held it in 6 quarters.
  • Schwartz Investment Counsel's Emcor position peaked at $702K in Q1 2014.
  • 224 funds tracked by Wall St. Rank held Emcor as of Q4 2014.

Based on Schwartz Investment Counsel's 13F filing for Q4 2014, filed 10 Feb 2015.