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UBS’s Emcor EME Stock Holding History

UBS’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
Q3 		$461K Buy
11,542
+4,801
+71% +$206K ﹤0.01% 4359
2014
Q2 		$300K Buy
6,741
+427
+7% +$19.4K ﹤0.01% 4745
2014
Q1 		$295K Sell
6,314
-2,047
-24% -$90.1K ﹤0.01% 4774
2013
Q4 		$354K Sell
8,361
-1,538
-16% -$60K ﹤0.01% 4679
2013
Q3 		$388K Buy
9,899
+7,638
+338% +$309K ﹤0.01% 4436
2013
Q2 		$92K Buy
+2,261
New +$88.6K ﹤0.01% 6009

Other funds holding EME

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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 $10.1B AUM 42.88% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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

UBS's EME Position: Q3 2014 in Review

UBS increased its Emcor (EME) stake by 71% in Q3 2014, buying an estimated $206K and bringing the position to 11,542 shares worth $461K. The position accounts for ﹤0.01% of the portfolio, ranked #4359.

UBS first reported a position in EME in Q2 2013 and has held it in 6 quarters since. 224 funds tracked by Wall St. Rank hold EME as of Q3 2014.

  • UBS held 11,542 shares of Emcor worth $461K as of Q3 2014.
  • UBS bought 4,801 Emcor shares in Q3 2014, an estimated $206K.
  • Emcor made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4359 holding.
  • UBS first reported a position in Emcor in Q2 2013 and has held it in 6 quarters since.
  • 224 funds tracked by Wall St. Rank held Emcor as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.