Simply Money Advisors’s Emcor EME Stock Holding History

Simply Money Advisors’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
2013 Q3	–	Sell	-102	Closed	-$4K	–	191
2013 Q2	$4K	Buy	+102	New	+$4K	﹤0.01%	281

Other funds holding EME

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

RCG

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

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

Simply Money Advisors's EME Position: Q3 2013 in Review

Simply Money Advisors sold out of Emcor (EME) in Q3 2013, closing a stake of 102 shares — an estimated $4K sold.

Simply Money Advisors first reported a position in EME in Q2 2013 and held it in 1 quarter. The position peaked at $4K in Q2 2013. 228 funds tracked by Wall St. Rank hold EME as of Q3 2013.

Simply Money Advisors reported no remaining Emcor position as of Q3 2013 after selling out during the quarter.
Simply Money Advisors sold 102 Emcor shares in Q3 2013, an estimated $4K.
Simply Money Advisors first reported a position in Emcor in Q2 2013 and held it in 1 quarter.
Simply Money Advisors's Emcor position peaked at $4K in Q2 2013.
228 funds tracked by Wall St. Rank held Emcor as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.