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Train Babcock Advisors’s Emcor EME Stock Holding History

Train Babcock 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
2017
Q4 		$3.36M Sell
41,115
-2,565
-6% -$199K 1.48% 26
2017
Q3 		$3.03M Buy
43,680
+1,835
+4% +$122K 1.69% 27
2017
Q2 		$2.74M Buy
+41,845
New +$2.69M 1.19% 35

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 $3.37T AUM 44.26% 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

Train Babcock Advisors's EME Position: Q4 2017 in Review

Train Babcock Advisors reduced its Emcor (EME) stake by 5.9% in Q4 2017, selling an estimated $199K and leaving 41,115 shares worth $3.36M. The position accounts for 1.48% of the portfolio, ranked #26.

Train Babcock Advisors first reported a position in EME in Q2 2017 and has held it in 3 quarters since. 353 funds tracked by Wall St. Rank hold EME as of Q4 2017.

  • Train Babcock Advisors held 41,115 shares of Emcor worth $3.36M as of Q4 2017.
  • Train Babcock Advisors sold 2,565 Emcor shares in Q4 2017, an estimated $199K.
  • Emcor made up 1.48% of Train Babcock Advisors's portfolio in Q4 2017, its #26 holding.
  • Train Babcock Advisors first reported a position in Emcor in Q2 2017 and has held it in 3 quarters since.
  • 353 funds tracked by Wall St. Rank held Emcor as of Q4 2017.

Based on Train Babcock Advisors's 13F filing for Q4 2017, filed 10 Jan 2018.