Wolf Group Capital Advisors’s Emcor EME Stock Holding History

Wolf Group Capital 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 Q3	–	Sell	-3,170	Closed	-$207K	–	105
2017 Q2	$207K	Sell	3,170 -560	-15%	-$36K	0.16%	90
2017 Q1	$235K	Sell	3,730 -1,060	-22%	-$70.3K	0.15%	91
2016 Q4	$339K	Hold	4,790	–	–	0.23%	85
2016 Q3	$286K	Sell	4,790 -950	-17%	-$52.5K	0.2%	89
2016 Q2	$283K	Sell	5,740 -3,500	-38%	-$167K	0.21%	86
2016 Q1	$449K	Sell	9,240 -560	-6%	-$25.5K	0.34%	68
2015 Q4	$471K	Sell	9,800 -360	-4%	-$17.3K	0.35%	73
2015 Q3	$450K	Sell	10,160 -850	-8%	-$39.7K	0.36%	75
2015 Q2	$526K	Sell	11,010 -150	-1%	-$6.99K	0.35%	80
2015 Q1	$519K	Sell	11,160 -1,310	-11%	-$56.9K	0.36%	78
2014 Q4	$555K	Sell	12,470 -325	-3%	-$14K	0.4%	74
2014 Q3	$511K	Hold	12,795	–	–	0.38%	77
2014 Q2	$570K	Hold	12,795	–	–	0.41%	77
2014 Q1	$599K	Sell	12,795 -225	-2%	-$9.91K	0.46%	75
2013 Q4	$553K	Buy	+13,020	New	+$508K	0.44%	75

Other funds holding EME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wolf Group Capital Advisors's EME Position: Q3 2017 in Review

Wolf Group Capital Advisors sold out of Emcor (EME) in Q3 2017, closing a stake of 3,170 shares — an estimated $207K sold.

Wolf Group Capital Advisors first reported a position in EME in Q4 2013 and held it in 15 quarters. The position peaked at $599K in Q1 2014. 311 funds tracked by Wall St. Rank hold EME as of Q3 2017.

Wolf Group Capital Advisors reported no remaining Emcor position as of Q3 2017 after selling out during the quarter.
Wolf Group Capital Advisors sold 3,170 Emcor shares in Q3 2017, an estimated $207K.
Wolf Group Capital Advisors first reported a position in Emcor in Q4 2013 and held it in 15 quarters.
Wolf Group Capital Advisors's Emcor position peaked at $599K in Q1 2014.
311 funds tracked by Wall St. Rank held Emcor as of Q3 2017.

Based on Wolf Group Capital Advisors's 13F filing for Q3 2017, filed 23 Oct 2017.