GWM
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Gupta Wealth Management’s Emerson Electric EMR Stock Holding History

Gupta 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
2016
Q1 		$1.72M Sell
31,552
-4,071
-11% -$196K 0.4% 61
2015
Q4 		$1.7M Sell
35,623
-10,167
-22% -$484K 0.43% 55
2015
Q3 		$2.02M Sell
45,790
-5,603
-11% -$276K 0.49% 50
2015
Q2 		$2.85M Buy
51,393
+449
+0.9% +$26.4K 0.7% 37
2015
Q1 		$2.88M Buy
+50,944
New +$2.96M 0.85% 28

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 $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 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 $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gupta Wealth Management's EMR Position: Q1 2016 in Review

Gupta Wealth Management reduced its Emerson Electric (EMR) stake by 11% in Q1 2016, selling an estimated $196K and leaving 31,552 shares worth $1.72M. The position accounts for 0.4% of the portfolio, ranked #61.

Gupta Wealth Management first reported a position in EMR in Q1 2015 and has held it in 5 quarters since. The position peaked at $2.88M in Q1 2015. 1,239 funds tracked by Wall St. Rank hold EMR as of Q1 2016.

  • Gupta Wealth Management held 31,552 shares of Emerson Electric worth $1.72M as of Q1 2016.
  • Gupta Wealth Management sold 4,071 Emerson Electric shares in Q1 2016, an estimated $196K.
  • Emerson Electric made up 0.4% of Gupta Wealth Management's portfolio in Q1 2016, its #61 holding.
  • Gupta Wealth Management first reported a position in Emerson Electric in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Emerson Electric position peaked at $2.88M in Q1 2015.
  • 1,239 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.