BWM
EMR icon

Braver Wealth Management’s Emerson Electric EMR Stock Holding History

Braver Wealth Management’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
2016
Q4 		$407K Buy
7,309
+1,500
+26% +$80.7K 0.07% 122
2016
Q3 		$317K Sell
5,809
-1,991
-26% -$107K 0.05% 122
2016
Q2 		$407K Hold
7,800
– – 0.07% 105
2016
Q1 		$424K Buy
+7,800
New +$376K 0.07% 112

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Braver Wealth Management's EMR Position: Q4 2016 in Review

Braver Wealth Management increased its Emerson Electric (EMR) stake by 26% in Q4 2016, buying an estimated $80.7K and bringing the position to 7,309 shares worth $407K. The position accounts for 0.07% of the portfolio, ranked #122.

Braver Wealth Management first reported a position in EMR in Q1 2016 and has held it in 4 quarters since. The position peaked at $424K in Q1 2016. 1,265 funds tracked by Wall St. Rank hold EMR as of Q4 2016.

  • Braver Wealth Management held 7,309 shares of Emerson Electric worth $407K as of Q4 2016.
  • Braver Wealth Management bought 1,500 Emerson Electric shares in Q4 2016, an estimated $80.7K.
  • Emerson Electric made up 0.07% of Braver Wealth Management's portfolio in Q4 2016, its #122 holding.
  • Braver Wealth Management first reported a position in Emerson Electric in Q1 2016 and has held it in 4 quarters since.
  • Braver Wealth Management's Emerson Electric position peaked at $424K in Q1 2016.
  • 1,265 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.