EWM
EMR icon

Edge Wealth Management’s Emerson Electric EMR Stock Holding History

Edge 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
2020
Q2 		– Sell
-500
Closed -$23K – 690
2020
Q1 		$23K Buy
+500
New +$32.9K 0.01% 298
2017
Q1 		– Sell
-75,412
Closed -$4.21M – 525
2016
Q4 		$4.21M Sell
75,412
-1,312
-2% -$70.6K 1.59% 21
2016
Q3 		$4.11M Buy
76,724
+1,000
+1% +$53.6K 1.75% 19
2016
Q2 		$3.94M Buy
75,724
+8,154
+12% +$433K 1.64% 21
2016
Q1 		$3.67M Sell
67,570
-2,581
-4% -$124K 1.67% 23
2015
Q4 		$3.37M Buy
70,151
+53,835
+330% +$2.56M 1.27% 30
2015
Q3 		$711K Buy
16,316
+13,799
+548% +$679K 0.27% 60
2015
Q2 		$139K Buy
+2,517
New +$148K 0.05% 123
2014
Q1 		– Sell
-54,269
Closed -$3.81M – 414
2013
Q4 		$3.81M Sell
54,269
-1,954
-3% -$131K 1.76% 22
2013
Q3 		$3.64M Sell
56,223
-5,325
-9% -$326K 2.22% 19
2013
Q2 		$3.38M Buy
+61,548
New +$3.46M 2.26% 20

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Edge Wealth Management's EMR Position: Q2 2020 in Review

Edge Wealth Management sold out of Emerson Electric (EMR) in Q2 2020, closing a stake of 500 shares — an estimated $23K sold.

Edge Wealth Management first reported a position in EMR in Q2 2013 and held it in 11 quarters. The position peaked at $4.21M in Q4 2016. 1,395 funds tracked by Wall St. Rank hold EMR as of Q2 2020.

  • Edge Wealth Management reported no remaining Emerson Electric position as of Q2 2020 after selling out during the quarter.
  • Edge Wealth Management sold 500 Emerson Electric shares in Q2 2020, an estimated $23K.
  • Edge Wealth Management first reported a position in Emerson Electric in Q2 2013 and held it in 11 quarters.
  • Edge Wealth Management's Emerson Electric position peaked at $4.21M in Q4 2016.
  • 1,395 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2020.

Based on Edge Wealth Management's 13F filing for Q2 2020, filed 3 Aug 2020.