CWM
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Concert Wealth Management’s Emerson Electric EMR Stock Holding History

Concert 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
2017
Q2 		– Sell
-8,345
Closed -$465K – 230
2017
Q1 		$465K Sell
8,345
-1,767
-17% -$105K 0.11% 265
2016
Q4 		$564K Sell
10,112
-6,193
-38% -$333K 0.13% 229
2016
Q3 		$888K Buy
16,305
+145
+0.9% +$7.77K 0.11% 241
2016
Q2 		$845K Buy
16,160
+5,435
+51% +$289K 0.11% 234
2016
Q1 		$584K Buy
10,725
+75
+0.7% +$3.62K 0.08% 318
2015
Q4 		$513K Sell
10,650
-5,085
-32% -$242K 0.07% 352
2015
Q3 		$697K Sell
15,735
-12,625
-45% -$621K 0.09% 274
2015
Q2 		$1.57M Buy
28,360
+822
+3% +$48.3K 0.2% 124
2015
Q1 		$808K Sell
27,538
-2,756
-9% -$160K 0.23% 123
2014
Q4 		$1.87M Buy
30,294
+3,580
+13% +$224K 0.28% 87
2014
Q3 		$1.68M Buy
26,714
+1,422
+6% +$92.3K 0.23% 65
2014
Q2 		$1.57M Buy
25,292
+2,434
+11% +$164K 0.19% 69
2014
Q1 		$1.53M Sell
22,858
-449
-2% -$29.5K 0.19% 74
2013
Q4 		$1.63M Buy
23,307
+3,238
+16% +$216K 0.21% 71
2013
Q3 		$1.3M Sell
20,069
-1,150
-5% -$70.3K 0.18% 85
2013
Q2 		$1.16M Buy
+21,219
New +$1.19M 0.17% 84

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Concert Wealth Management's EMR Position: Q2 2017 in Review

Concert Wealth Management sold out of Emerson Electric (EMR) in Q2 2017, closing a stake of 8,345 shares — an estimated $465K sold.

Concert Wealth Management first reported a position in EMR in Q2 2013 and held it in 16 quarters. The position peaked at $1.87M in Q4 2014. 1,262 funds tracked by Wall St. Rank hold EMR as of Q2 2017.

  • Concert Wealth Management reported no remaining Emerson Electric position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 8,345 Emerson Electric shares in Q2 2017, an estimated $465K.
  • Concert Wealth Management first reported a position in Emerson Electric in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's Emerson Electric position peaked at $1.87M in Q4 2014.
  • 1,262 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.