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SII Investments’s Emcor EME Stock Holding History

SII Investments’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
Q4 		– Sell
-9,638
Closed -$669K – 456
2017
Q3 		$669K Buy
9,638
+490
+5% +$32.4K 0.04% 292
2017
Q2 		$598K Buy
9,148
+215
+2% +$13.8K 0.04% 300
2017
Q1 		$562K Buy
8,933
+2,190
+32% +$145K 0.04% 305
2016
Q4 		$479K Sell
6,743
-240
-3% -$15.7K 0.04% 327
2016
Q3 		$417K Buy
6,983
+195
+3% +$10.8K 0.03% 352
2016
Q2 		$334K Buy
6,788
+280
+4% +$13.3K 0.03% 412
2016
Q1 		$316K Buy
6,508
+1,795
+38% +$81.9K 0.03% 413
2015
Q4 		$229K Buy
4,713
+220
+5% +$10.6K 0.03% 396
2015
Q3 		$202K Buy
4,493
+50
+1% +$2.33K 0.02% 493
2015
Q2 		$214K Buy
+4,443
New +$207K 0.03% 469

Other funds holding EME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SII Investments's EME Position: Q4 2017 in Review

SII Investments sold out of Emcor (EME) in Q4 2017, closing a stake of 9,638 shares — an estimated $669K sold.

SII Investments first reported a position in EME in Q2 2015 and held it in 10 quarters. The position peaked at $669K in Q3 2017. 353 funds tracked by Wall St. Rank hold EME as of Q4 2017.

  • SII Investments reported no remaining Emcor position as of Q4 2017 after selling out during the quarter.
  • SII Investments sold 9,638 Emcor shares in Q4 2017, an estimated $669K.
  • SII Investments first reported a position in Emcor in Q2 2015 and held it in 10 quarters.
  • SII Investments's Emcor position peaked at $669K in Q3 2017.
  • 353 funds tracked by Wall St. Rank held Emcor as of Q4 2017.

Based on SII Investments's 13F filing for Q4 2017, filed 9 Feb 2018.