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Aris Wealth Services’s Emerson Electric EMR Stock Holding History

Aris Wealth Services’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
Q3 		$35K Sell
795
-280
-26% -$13.8K 0.07% 111
2015
Q2 		$60K Hold
1,075
– – 0.06% 182
2015
Q1 		$61K Buy
+1,075
New +$62.5K 0.06% 188

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aris Wealth Services's EMR Position: Q3 2015 in Review

Aris Wealth Services reduced its Emerson Electric (EMR) stake by 26% in Q3 2015, selling an estimated $13.8K and leaving 795 shares worth $35K. The position accounts for 0.07% of the portfolio, ranked #111.

Aris Wealth Services first reported a position in EMR in Q1 2015 and has held it in 3 quarters since. The position peaked at $61K in Q1 2015. 1,185 funds tracked by Wall St. Rank hold EMR as of Q3 2015.

  • Aris Wealth Services held 795 shares of Emerson Electric worth $35K as of Q3 2015.
  • Aris Wealth Services sold 280 Emerson Electric shares in Q3 2015, an estimated $13.8K.
  • Emerson Electric made up 0.07% of Aris Wealth Services's portfolio in Q3 2015, its #111 holding.
  • Aris Wealth Services first reported a position in Emerson Electric in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Emerson Electric position peaked at $61K in Q1 2015.
  • 1,185 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.