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Strategic Capital Group’s Emcor EME Stock Holding History

Strategic Capital Group’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
Q2 		$1.82M Buy
40,921
+1,183
+3% +$53.7K 0.57% 65
2014
Q1 		$1.86M Buy
39,738
+18,350
+86% +$808K 0.6% 65
2013
Q4 		$908K Sell
21,388
-17,175
-45% -$670K 0.71% 50
2013
Q3 		$1.51M Buy
38,563
+7,700
+25% +$312K 0.57% 71
2013
Q2 		$1.25M Buy
+30,863
New +$1.21M 0.62% 60

Other funds holding EME

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Strategic Capital Group's EME Position: Q2 2014 in Review

Strategic Capital Group increased its Emcor (EME) stake by 3% in Q2 2014, buying an estimated $53.7K and bringing the position to 40,921 shares worth $1.82M. The position accounts for 0.57% of the portfolio, ranked #65.

Strategic Capital Group first reported a position in EME in Q2 2013 and has held it in 5 quarters since. The position peaked at $1.86M in Q1 2014. 214 funds tracked by Wall St. Rank hold EME as of Q2 2014.

  • Strategic Capital Group held 40,921 shares of Emcor worth $1.82M as of Q2 2014.
  • Strategic Capital Group bought 1,183 Emcor shares in Q2 2014, an estimated $53.7K.
  • Emcor made up 0.57% of Strategic Capital Group's portfolio in Q2 2014, its #65 holding.
  • Strategic Capital Group first reported a position in Emcor in Q2 2013 and has held it in 5 quarters since.
  • Strategic Capital Group's Emcor position peaked at $1.86M in Q1 2014.
  • 214 funds tracked by Wall St. Rank held Emcor as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.