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Advisory Research’s Emerson Electric EMR Stock Holding History

Advisory Research’s Portfolio EMR Stock Details EMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-10,063
Closed -$444K – 282
2015
Q3 		$444K Sell
10,063
-207,259
-95% -$10.2M 0.01% 260
2015
Q2 		$12M Sell
217,322
-16,332
-7% -$960K 0.14% 149
2015
Q1 		$13.2M Buy
233,654
+10,119
+5% +$588K 0.14% 134
2014
Q4 		$13.8M Sell
223,535
-15,905
-7% -$996K 0.14% 137
2014
Q3 		$15M Sell
239,440
-11,865
-5% -$770K 0.15% 133
2014
Q2 		$16.7M Sell
251,305
-6,440
-2% -$433K 0.15% 131
2014
Q1 		$17.2M Sell
257,745
-80,249
-24% -$5.28M 0.18% 127
2013
Q4 		$23.7M Sell
337,994
-10,349
-3% -$691K 0.24% 103
2013
Q3 		$22.5M Sell
348,343
-937
-0.3% -$57.3K 0.24% 106
2013
Q2 		$19.1M Buy
+349,280
New +$19.6M 0.22% 122

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Advisory Research's EMR Position: Q4 2015 in Review

Advisory Research sold out of Emerson Electric (EMR) in Q4 2015, closing a stake of 10,063 shares — an estimated $444K sold.

Advisory Research first reported a position in EMR in Q2 2013 and held it in 10 quarters. The position peaked at $23.7M in Q4 2013. 1,207 funds tracked by Wall St. Rank hold EMR as of Q4 2015.

  • Advisory Research reported no remaining Emerson Electric position as of Q4 2015 after selling out during the quarter.
  • Advisory Research sold 10,063 Emerson Electric shares in Q4 2015, an estimated $444K.
  • Advisory Research first reported a position in Emerson Electric in Q2 2013 and held it in 10 quarters.
  • Advisory Research's Emerson Electric position peaked at $23.7M in Q4 2013.
  • 1,207 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2015.

Based on Advisory Research's 13F filing for Q4 2015, filed 16 Feb 2016.