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Insight Capital Research & Management’s Emerson Electric EMR Stock Holding History

Insight Capital Research & 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
2014
Q3 		– Sell
-7,989
Closed -$530K – 127
2014
Q2 		$530K Sell
7,989
-34
-0.4% -$2.29K 0.12% 106
2014
Q1 		$536K Buy
8,023
+670
+9% +$44.1K 0.12% 111
2013
Q4 		$516K Hold
7,353
– – 0.12% 122
2013
Q3 		$492K Buy
7,353
+329
+5% +$20.1K 0.12% 125
2013
Q2 		$383K Buy
+7,024
New +$395K 0.1% 161

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 $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
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Insight Capital Research & Management's EMR Position: Q3 2014 in Review

Insight Capital Research & Management sold out of Emerson Electric (EMR) in Q3 2014, closing a stake of 7,989 shares — an estimated $530K sold.

Insight Capital Research & Management first reported a position in EMR in Q2 2013 and held it in 5 quarters. The position peaked at $536K in Q1 2014. 1,212 funds tracked by Wall St. Rank hold EMR as of Q3 2014.

  • Insight Capital Research & Management reported no remaining Emerson Electric position as of Q3 2014 after selling out during the quarter.
  • Insight Capital Research & Management sold 7,989 Emerson Electric shares in Q3 2014, an estimated $530K.
  • Insight Capital Research & Management first reported a position in Emerson Electric in Q2 2013 and held it in 5 quarters.
  • Insight Capital Research & Management's Emerson Electric position peaked at $536K in Q1 2014.
  • 1,212 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2014.

Based on Insight Capital Research & Management's 13F filing for Q3 2014, filed 6 Nov 2014.