EWM
EMR icon

Elite Wealth Management’s Emerson Electric EMR Stock Holding History

Elite 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
2015
Q2 		– Sell
-16,436
Closed -$930K – 66
2015
Q1 		$930K Buy
+16,436
New +$955K 0.82% 43
2014
Q4 		– Sell
-13,420
Closed -$840K – 172
2014
Q3 		$840K Buy
+13,420
New +$871K 0.76% 25
2014
Q1 		– Sell
-240
Closed -$17K – 423
2013
Q4 		$17K Sell
240
-24,835
-99% -$1.66M 0.01% 294
2013
Q3 		$1.62M Buy
25,075
+22,496
+872% +$1.38M 1.43% 14
2013
Q2 		$141K Buy
+2,579
New +$145K 0.21% 56

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Elite Wealth Management's EMR Position: Q2 2015 in Review

Elite Wealth Management sold out of Emerson Electric (EMR) in Q2 2015, closing a stake of 16,436 shares — an estimated $930K sold.

Elite Wealth Management first reported a position in EMR in Q2 2013 and held it in 5 quarters. The position peaked at $1.62M in Q3 2013. 1,261 funds tracked by Wall St. Rank hold EMR as of Q2 2015.

  • Elite Wealth Management reported no remaining Emerson Electric position as of Q2 2015 after selling out during the quarter.
  • Elite Wealth Management sold 16,436 Emerson Electric shares in Q2 2015, an estimated $930K.
  • Elite Wealth Management first reported a position in Emerson Electric in Q2 2013 and held it in 5 quarters.
  • Elite Wealth Management's Emerson Electric position peaked at $1.62M in Q3 2013.
  • 1,261 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2015.

Based on Elite Wealth Management's 13F filing for Q2 2015, filed 13 Oct 2016.