CT Financial Advisors’s Emerson Electric EMR Stock Holding History

CT Financial 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
2017 Q1	$366K	Sell	6,118 -158	-3%	-$9.43K	0.23%	100
2016 Q4	$350K	Buy	6,276 +3	+0%	+$161	0.22%	102
2016 Q3	$342K	Sell	6,273 -865	-12%	-$46.4K	0.21%	100
2016 Q2	$372K	Buy	7,138 +2	+0%	+$106	0.23%	97
2016 Q1	$388K	Sell	7,136 -152	-2%	-$7.33K	0.22%	101
2015 Q4	$349K	Sell	7,288 -297	-4%	-$14.1K	0.2%	105
2015 Q3	$335K	Sell	7,585 -166	-2%	-$8.16K	0.21%	99
2015 Q2	$430K	Sell	7,751 -117	-1%	-$6.87K	0.24%	97
2015 Q1	$445K	Sell	7,868 -547	-7%	-$31.8K	0.25%	98
2014 Q4	$520K	Buy	+8,415	New	+$527K	0.39%	61
2014 Q1	$445K	Buy	+7,868	New	+$518K	0.25%	98

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CT Financial Advisors's EMR Position: Q1 2017 in Review

CT Financial Advisors reduced its Emerson Electric (EMR) stake by 2.5% in Q1 2017, selling an estimated $9.43K and leaving 6,118 shares worth $366K. The position accounts for 0.23% of the portfolio, ranked #100.

CT Financial Advisors first reported a position in EMR in Q1 2014 and has held it in 11 quarters since. The position peaked at $520K in Q4 2014. 1,281 funds tracked by Wall St. Rank hold EMR as of Q1 2017.

CT Financial Advisors held 6,118 shares of Emerson Electric worth $366K as of Q1 2017.
CT Financial Advisors sold 158 Emerson Electric shares in Q1 2017, an estimated $9.43K.
Emerson Electric made up 0.23% of CT Financial Advisors's portfolio in Q1 2017, its #100 holding.
CT Financial Advisors first reported a position in Emerson Electric in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's Emerson Electric position peaked at $520K in Q4 2014.
1,281 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.