Gary Goldberg Planning Services’s Emerson Electric EMR Stock Holding History

Gary Goldberg Planning 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
2014 Q4	$292K	Sell	4,729 -83	-2%	-$5.2K	0.12%	89
2014 Q3	$301K	Buy	4,812 +87	+2%	+$5.65K	0.13%	88
2014 Q2	$314K	Sell	4,725 -1,231	-21%	-$82.8K	0.14%	85
2014 Q1	$398K	Buy	5,956 +2,118	+55%	+$139K	0.19%	71
2013 Q4	$269K	Sell	3,838 -1,019	-21%	-$68.1K	0.16%	83
2013 Q3	$314K	Buy	4,857 +24	+0.5%	+$1.47K	0.19%	72
2013 Q2	$264K	Buy	+4,833	New	+$272K	0.17%	70

Other funds holding EMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Gary Goldberg Planning Services's EMR Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Emerson Electric (EMR) stake by 1.7% in Q4 2014, selling an estimated $5.2K and leaving 4,729 shares worth $292K. The position accounts for 0.12% of the portfolio, ranked #89.

Gary Goldberg Planning Services first reported a position in EMR in Q2 2013 and has held it in 7 quarters since. The position peaked at $398K in Q1 2014. 1,271 funds tracked by Wall St. Rank hold EMR as of Q4 2014.

Gary Goldberg Planning Services held 4,729 shares of Emerson Electric worth $292K as of Q4 2014.
Gary Goldberg Planning Services sold 83 Emerson Electric shares in Q4 2014, an estimated $5.2K.
Emerson Electric made up 0.12% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #89 holding.
Gary Goldberg Planning Services first reported a position in Emerson Electric in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Emerson Electric position peaked at $398K in Q1 2014.
1,271 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.