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Cypress Wealth Services’s Emerson Electric EMR Stock Holding History

Cypress Wealth Services’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
2019
Q1 		– Sell
-3,593
Closed -$215K – 267
2018
Q4 		$215K Sell
3,593
-1,135
-24% -$76.5K 0.09% 189
2018
Q3 		$362K Sell
4,728
-386
-8% -$28.5K 0.13% 147
2018
Q2 		$354K Buy
5,114
+1,602
+46% +$113K 0.13% 152
2018
Q1 		$240K Sell
3,512
-452
-11% -$32.2K 0.1% 163
2017
Q4 		$276K Buy
+3,964
New +$257K 0.11% 152

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cypress Wealth Services's EMR Position: Q1 2019 in Review

Cypress Wealth Services sold out of Emerson Electric (EMR) in Q1 2019, closing a stake of 3,593 shares — an estimated $215K sold.

Cypress Wealth Services first reported a position in EMR in Q4 2017 and held it in 5 quarters. The position peaked at $362K in Q3 2018. 1,458 funds tracked by Wall St. Rank hold EMR as of Q1 2019.

  • Cypress Wealth Services reported no remaining Emerson Electric position as of Q1 2019 after selling out during the quarter.
  • Cypress Wealth Services sold 3,593 Emerson Electric shares in Q1 2019, an estimated $215K.
  • Cypress Wealth Services first reported a position in Emerson Electric in Q4 2017 and held it in 5 quarters.
  • Cypress Wealth Services's Emerson Electric position peaked at $362K in Q3 2018.
  • 1,458 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2019.

Based on Cypress Wealth Services's 13F filing for Q1 2019, filed 19 Apr 2019.