Burt Wealth Advisors’s Emerson Electric EMR Stock Holding History

Burt Wealth Advisors’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
2021 Q1	–	Sell	-1,012	Closed	-$81K	–	168
2020 Q4	$81K	Hold	1,012	–	–	0.03%	144
2020 Q3	$66K	Sell	1,012 -200	-17%	-$13.2K	0.02%	154
2020 Q2	$75K	Hold	1,212	–	–	0.03%	142
2020 Q1	$58K	Hold	1,212	–	–	0.03%	155
2019 Q4	$92K	Hold	1,212	–	–	0.04%	132
2019 Q3	$81K	Hold	1,212	–	–	0.03%	140
2019 Q2	$81K	Hold	1,212	–	–	0.04%	136
2019 Q1	$83K	Hold	1,212	–	–	0.04%	135
2018 Q4	$72K	Hold	1,212	–	–	0.03%	147
2018 Q3	$93K	Buy	1,212 +412	+52%	+$30.4K	0.04%	143
2018 Q2	$55K	Hold	800	–	–	0.03%	169
2018 Q1	$55K	Hold	800	–	–	0.03%	168
2017 Q4	$56K	Hold	800	–	–	0.03%	170
2017 Q3	$50K	Sell	800 -113	-12%	-$6.82K	0.03%	176
2017 Q2	$54K	Buy	913 +113	+14%	+$6.7K	0.04%	176
2017 Q1	$48K	Hold	800	–	–	0.03%	170
2016 Q4	$45K	Hold	800	–	–	0.04%	175
2016 Q3	$43K	Hold	800	–	–	0.05%	169
2016 Q2	$41K	Hold	800	–	–	0.05%	166
2016 Q1	$44K	Hold	800	–	–	0.04%	181
2015 Q4	$38K	Hold	800	–	–	0.03%	161
2015 Q3	$35K	Hold	800	–	–	0.04%	150
2015 Q2	$44K	Hold	800	–	–	0.05%	154
2015 Q1	$45K	Sell	800 -150	-16%	-$8.72K	0.05%	147
2014 Q4	$59K	Buy	+950	New	+$59.5K	0.06%	127

Other funds holding EMR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Burt Wealth Advisors's EMR Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Emerson Electric (EMR) in Q1 2021, closing a stake of 1,012 shares — an estimated $81K sold.

Burt Wealth Advisors first reported a position in EMR in Q4 2014 and held it in 25 quarters. The position peaked at $93K in Q3 2018. 1,685 funds tracked by Wall St. Rank hold EMR as of Q1 2021.

Burt Wealth Advisors reported no remaining Emerson Electric position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 1,012 Emerson Electric shares in Q1 2021, an estimated $81K.
Burt Wealth Advisors first reported a position in Emerson Electric in Q4 2014 and held it in 25 quarters.
Burt Wealth Advisors's Emerson Electric position peaked at $93K in Q3 2018.
1,685 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.