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Independent Portfolio Consultants’s Emerson Electric EMR Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$18K Sell
310
-15
-5% -$889 0.01% 623
2017
Q1 		$19K Sell
325
-99
-23% -$5.91K 0.01% 661
2016
Q4 		$24K Sell
424
-176
-29% -$9.47K 0.01% 608
2016
Q3 		$33K Hold
600
– – 0.01% 601
2016
Q2 		$31K Sell
600
-534
-47% -$28.4K 0.01% 601
2016
Q1 		$62K Buy
1,134
+155
+16% +$7.47K 0.02% 543
2015
Q4 		$47K Sell
979
-135
-12% -$6.42K 0.01% 582
2015
Q3 		$49K Sell
1,114
-1,025
-48% -$50.4K 0.01% 582
2015
Q2 		$119K Sell
2,139
-105
-5% -$6.17K 0.02% 467
2015
Q1 		$127K Sell
2,244
-546
-20% -$31.7K 0.03% 440
2014
Q4 		$172K Sell
2,790
-55
-2% -$3.44K 0.03% 401
2014
Q3 		$178K Buy
2,845
+170
+6% +$11K 0.05% 482
2014
Q2 		$178K Buy
+2,675
New +$180K 0.05% 457
2014
Q1 		– Sell
-3,315
Closed -$233K – 459
2013
Q4 		$233K Buy
+3,315
New +$221K 0.08% 416

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Independent Portfolio Consultants's EMR Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Emerson Electric (EMR) stake by 4.6% in Q2 2017, selling an estimated $889 and leaving 310 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #623.

Independent Portfolio Consultants first reported a position in EMR in Q4 2013 and has held it in 14 quarters since. The position peaked at $233K in Q4 2013. 1,262 funds tracked by Wall St. Rank hold EMR as of Q2 2017.

  • Independent Portfolio Consultants held 310 shares of Emerson Electric worth $18K as of Q2 2017.
  • Independent Portfolio Consultants sold 15 Emerson Electric shares in Q2 2017, an estimated $889.
  • Emerson Electric made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #623 holding.
  • Independent Portfolio Consultants first reported a position in Emerson Electric in Q4 2013 and has held it in 14 quarters since.
  • Independent Portfolio Consultants's Emerson Electric position peaked at $233K in Q4 2013.
  • 1,262 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.