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Hefty Wealth Partners’s Emerson Electric EMR Stock Holding History

Hefty Wealth Partners’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
2018
Q1 		$45K Hold
652
– – 0.03% 146
2017
Q4 		$45K Hold
652
– – 0.03% 148
2017
Q3 		$41K Hold
652
– – 0.03% 141
2017
Q2 		$38K Hold
652
– – 0.03% 134
2017
Q1 		$39K Hold
652
– – 0.03% 135
2016
Q4 		$36K Hold
652
– – 0.03% 131
2016
Q3 		$35K Buy
+652
New +$34.9K 0.03% 141

Other funds holding EMR

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hefty Wealth Partners's EMR Position: Q1 2018 in Review

Hefty Wealth Partners held its Emerson Electric (EMR) position steady in Q1 2018 at 652 shares worth $45K. The position accounts for 0.03% of the portfolio, ranked #146.

Hefty Wealth Partners first reported a position in EMR in Q3 2016 and has held it in 7 quarters since. 1,425 funds tracked by Wall St. Rank hold EMR as of Q1 2018.

  • Hefty Wealth Partners held 652 shares of Emerson Electric worth $45K as of Q1 2018.
  • Hefty Wealth Partners left its Emerson Electric share count unchanged in Q1 2018.
  • Emerson Electric made up 0.03% of Hefty Wealth Partners's portfolio in Q1 2018, its #146 holding.
  • Hefty Wealth Partners first reported a position in Emerson Electric in Q3 2016 and has held it in 7 quarters since.
  • 1,425 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.