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Evolution Wealth Advisors’s Emerson Electric EMR Stock Holding History

Evolution Wealth 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
2020
Q1 		– Sell
-128
Closed -$10K – 408
2019
Q4 		$10K Buy
128
+80
+167% +$5.76K ﹤0.01% 301
2019
Q3 		$3K Sell
48
-85
-64% -$5.34K ﹤0.01% 359
2019
Q2 		$9K Buy
+133
New +$8.91K ﹤0.01% 184

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evolution Wealth Advisors's EMR Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of Emerson Electric (EMR) in Q1 2020, closing a stake of 128 shares — an estimated $10K sold.

Evolution Wealth Advisors first reported a position in EMR in Q2 2019 and held it in 3 quarters. The position peaked at $10K in Q4 2019. 1,346 funds tracked by Wall St. Rank hold EMR as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining Emerson Electric position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 128 Emerson Electric shares in Q1 2020, an estimated $10K.
  • Evolution Wealth Advisors first reported a position in Emerson Electric in Q2 2019 and held it in 3 quarters.
  • Evolution Wealth Advisors's Emerson Electric position peaked at $10K in Q4 2019.
  • 1,346 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.