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Ascent Wealth Partners’s Emerson Electric EMR Stock Holding History

Ascent Wealth Partners’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
2014
Q2 		– Sell
-6,332
Closed -$423K – 107
2014
Q1 		$423K Sell
6,332
-1,885
-23% -$124K 0.29% 71
2013
Q4 		$577K Buy
+8,217
New +$549K 0.41% 61

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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ascent Wealth Partners's EMR Position: Q2 2014 in Review

Ascent Wealth Partners sold out of Emerson Electric (EMR) in Q2 2014, closing a stake of 6,332 shares — an estimated $423K sold.

Ascent Wealth Partners first reported a position in EMR in Q4 2013 and held it in 2 quarters. The position peaked at $577K in Q4 2013. 1,241 funds tracked by Wall St. Rank hold EMR as of Q2 2014.

  • Ascent Wealth Partners reported no remaining Emerson Electric position as of Q2 2014 after selling out during the quarter.
  • Ascent Wealth Partners sold 6,332 Emerson Electric shares in Q2 2014, an estimated $423K.
  • Ascent Wealth Partners first reported a position in Emerson Electric in Q4 2013 and held it in 2 quarters.
  • Ascent Wealth Partners's Emerson Electric position peaked at $577K in Q4 2013.
  • 1,241 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2014.

Based on Ascent Wealth Partners's 13F filing for Q2 2014, filed 21 Aug 2019.