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Clear Perspective Advisors’s Emerson Electric EMR Stock Holding History

Clear Perspective 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 		– Sell
-3,530
Closed -$244K – 226
2018
Q2 		$244K Hold
3,530
– – 0.17% 124
2018
Q1 		$241K Sell
3,530
-500
-12% -$35.6K 0.18% 120
2017
Q4 		$281K Hold
4,030
– – 0.21% 109
2017
Q3 		$253K Sell
4,030
-1,100
-21% -$66.3K 0.21% 113
2017
Q2 		$306K Sell
5,130
-475
-8% -$28.2K 0.26% 95
2017
Q1 		$336K Sell
5,605
-37
-0.7% -$2.21K 0.22% 87
2016
Q4 		$315K Buy
+5,642
New +$303K 0.21% 99

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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clear Perspective Advisors's EMR Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Emerson Electric (EMR) in Q3 2018, closing a stake of 3,530 shares — an estimated $244K sold.

Clear Perspective Advisors first reported a position in EMR in Q4 2016 and held it in 7 quarters. The position peaked at $336K in Q1 2017. 1,416 funds tracked by Wall St. Rank hold EMR as of Q3 2018.

  • Clear Perspective Advisors reported no remaining Emerson Electric position as of Q3 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 3,530 Emerson Electric shares in Q3 2018, an estimated $244K.
  • Clear Perspective Advisors first reported a position in Emerson Electric in Q4 2016 and held it in 7 quarters.
  • Clear Perspective Advisors's Emerson Electric position peaked at $336K in Q1 2017.
  • 1,416 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.