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HCR Wealth Advisors’s Emerson Electric EMR Stock Holding History

HCR 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
2019
Q1 		– Sell
-10,132
Closed -$599K – 177
2018
Q4 		$599K Sell
10,132
-15,912
-61% -$1.07M 0.19% 89
2018
Q3 		$1.81M Buy
26,044
+523
+2% +$38.6K 0.59% 34
2018
Q2 		$1.77M Buy
25,521
+1,331
+6% +$93.5K 0.58% 35
2018
Q1 		$1.65M Buy
24,190
+351
+1% +$25K 0.57% 38
2017
Q4 		$1.65M Buy
23,839
+437
+2% +$28.3K 0.58% 38
2017
Q3 		$1.47M Buy
23,402
+311
+1% +$18.8K 0.62% 41
2017
Q2 		$1.37M Buy
23,091
+1,945
+9% +$115K 0.68% 34
2017
Q1 		$1.26M Buy
21,146
+963
+5% +$57.5K 0.65% 36
2016
Q4 		$1.12M Buy
+20,183
New +$1.09M 0.59% 40

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HCR Wealth Advisors's EMR Position: Q1 2019 in Review

HCR Wealth Advisors sold out of Emerson Electric (EMR) in Q1 2019, closing a stake of 10,132 shares — an estimated $599K sold.

HCR Wealth Advisors first reported a position in EMR in Q4 2016 and held it in 9 quarters. The position peaked at $1.81M in Q3 2018. 1,458 funds tracked by Wall St. Rank hold EMR as of Q1 2019.

  • HCR Wealth Advisors reported no remaining Emerson Electric position as of Q1 2019 after selling out during the quarter.
  • HCR Wealth Advisors sold 10,132 Emerson Electric shares in Q1 2019, an estimated $599K.
  • HCR Wealth Advisors first reported a position in Emerson Electric in Q4 2016 and held it in 9 quarters.
  • HCR Wealth Advisors's Emerson Electric position peaked at $1.81M in Q3 2018.
  • 1,458 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2019.

Based on HCR Wealth Advisors's 13F filing for Q1 2019, filed 10 May 2019.