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Bush ODonnell Investment Advisors’s Emerson Electric EMR Stock Holding History

Bush ODonnell Investment 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
2018
Q3 		$2.51M Hold
32,820
– – 3.86% 15
2018
Q2 		$2.27M Sell
32,820
-5,765
-15% -$405K 3.84% 15
2018
Q1 		$2.63M Sell
38,585
-18,990
-33% -$1.35M 3.71% 16
2017
Q4 		$4.01M Sell
57,575
-1,790
-3% -$116K 3.26% 17
2017
Q3 		$3.73M Sell
59,365
-13,847
-19% -$835K 2.84% 18
2017
Q2 		$4.37M Sell
73,212
-1,000
-1% -$59.3K 2.69% 18
2017
Q1 		$4.44M Buy
74,212
+1,855
+3% +$111K 2.78% 17
2016
Q4 		$4.03M Sell
72,357
-1,900
-3% -$102K 2.69% 17
2016
Q3 		$4.05M Sell
74,257
-1,550
-2% -$83.1K 2.7% 17
2016
Q2 		$3.95M Sell
75,807
-1,515
-2% -$80.5K 2.63% 18
2016
Q1 		$4.21M Hold
77,322
– – 2.87% 17
2015
Q4 		$3.7M Sell
77,322
-35,461
-31% -$1.69M 2.57% 17
2015
Q3 		$4.98M Sell
112,783
-3,450
-3% -$170K 3.52% 17
2015
Q2 		$6.44M Sell
116,233
-1,585
-1% -$93.1K 3.95% 17
2015
Q1 		$6.67M Sell
117,818
-12,580
-10% -$731K 3.96% 16
2014
Q4 		$8.05M Sell
130,398
-390
-0.3% -$24.4K 4.34% 15
2014
Q3 		$8.19M Buy
130,788
+2,201
+2% +$143K 4.77% 13
2014
Q2 		$8.53M Sell
128,587
-1,439
-1% -$96.7K 4.8% 11
2014
Q1 		$8.69M Buy
130,026
+6
+0% +$395 4.46% 11
2013
Q4 		$9.13M Sell
130,020
-13,927
-10% -$930K 4.82% 11
2013
Q3 		$9.31M Sell
143,947
-169
-0.1% -$10.3K 4.48% 12
2013
Q2 		$7.86M Buy
+144,116
New +$8.1M 3.92% 14

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bush ODonnell Investment Advisors's EMR Position: Q3 2018 in Review

Bush ODonnell Investment Advisors held its Emerson Electric (EMR) position steady in Q3 2018 at 32,820 shares worth $2.51M. The position accounts for 3.86% of the portfolio, ranked #15.

Bush ODonnell Investment Advisors first reported a position in EMR in Q2 2013 and has held it in 22 quarters since. The position peaked at $9.31M in Q3 2013. 1,416 funds tracked by Wall St. Rank hold EMR as of Q3 2018.

  • Bush ODonnell Investment Advisors held 32,820 shares of Emerson Electric worth $2.51M as of Q3 2018.
  • Bush ODonnell Investment Advisors left its Emerson Electric share count unchanged in Q3 2018.
  • Emerson Electric made up 3.86% of Bush ODonnell Investment Advisors's portfolio in Q3 2018, its #15 holding.
  • Bush ODonnell Investment Advisors first reported a position in Emerson Electric in Q2 2013 and has held it in 22 quarters since.
  • Bush ODonnell Investment Advisors's Emerson Electric position peaked at $9.31M in Q3 2013.
  • 1,416 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2018.

Based on Bush ODonnell Investment Advisors's 13F filing for Q3 2018, filed 30 Oct 2018.