CIM
EMR icon

Calvert Investment Management’s Emerson Electric EMR Stock Holding History

Calvert Investment 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
2017
Q1 		– Sell
-50,625
Closed -$2.82M – 194
2016
Q4 		$2.82M Sell
50,625
-4,846
-9% -$261K 0.11% 252
2016
Q3 		$3.02M Buy
55,471
+3,121
+6% +$167K 0.11% 241
2016
Q2 		$2.73M Sell
52,350
-46,430
-47% -$2.47M 0.11% 207
2016
Q1 		$5.37M Buy
98,780
+510
+0.5% +$24.6K 0.24% 93
2015
Q4 		$4.7M Buy
98,270
+62,150
+172% +$2.96M 0.21% 91
2015
Q3 		$1.59M Buy
36,120
+1,551
+4% +$76.3K 0.08% 170
2015
Q2 		$1.92M Buy
34,569
+3,729
+12% +$219K 0.08% 169
2015
Q1 		$1.75M Buy
30,840
+3,272
+12% +$190K 0.11% 167
2014
Q4 		$1.7M Buy
27,568
+1,968
+8% +$123K 0.12% 173
2014
Q3 		$1.6M Buy
25,600
+18,799
+276% +$1.22M 0.12% 173
2014
Q2 		$451K Hold
6,801
– – 0.03% 252
2014
Q1 		$454K Sell
6,801
-74
-1% -$4.87K 0.03% 246
2013
Q4 		$482K Hold
6,875
– – 0.04% 229
2013
Q3 		$445K Sell
6,875
-334
-5% -$20.4K 0.06% 226
2013
Q2 		$393K Buy
+7,209
New +$405K 0.05% 228

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Calvert Investment Management's EMR Position: Q1 2017 in Review

Calvert Investment Management sold out of Emerson Electric (EMR) in Q1 2017, closing a stake of 50,625 shares — an estimated $2.82M sold.

Calvert Investment Management first reported a position in EMR in Q2 2013 and held it in 15 quarters. The position peaked at $5.37M in Q1 2016. 1,281 funds tracked by Wall St. Rank hold EMR as of Q1 2017.

  • Calvert Investment Management reported no remaining Emerson Electric position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 50,625 Emerson Electric shares in Q1 2017, an estimated $2.82M.
  • Calvert Investment Management first reported a position in Emerson Electric in Q2 2013 and held it in 15 quarters.
  • Calvert Investment Management's Emerson Electric position peaked at $5.37M in Q1 2016.
  • 1,281 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.