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Integrated Wealth Counsel’s Emerson Electric EMR Stock Holding History

Integrated Wealth Counsel’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
Q4 		$52K Buy
929
+500
+117% +$26.9K 0.11% 71
2016
Q3 		$23K Buy
+429
New +$23K 0.05% 92
2014
Q1 		– Sell
-159
Closed -$11K – 174
2013
Q4 		$11K Hold
159
– – 0.01% 142
2013
Q3 		$10.3K Hold
159
– – 0.01% 159
2013
Q2 		$9K Buy
+159
New +$8.94K 0.01% 164

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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 $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Integrated Wealth Counsel's EMR Position: Q4 2016 in Review

Integrated Wealth Counsel increased its Emerson Electric (EMR) stake by 117% in Q4 2016, buying an estimated $26.9K and bringing the position to 929 shares worth $52K. The position accounts for 0.11% of the portfolio, ranked #71.

Integrated Wealth Counsel first reported a position in EMR in Q2 2013 and has held it in 5 quarters since. 1,265 funds tracked by Wall St. Rank hold EMR as of Q4 2016.

  • Integrated Wealth Counsel held 929 shares of Emerson Electric worth $52K as of Q4 2016.
  • Integrated Wealth Counsel bought 500 Emerson Electric shares in Q4 2016, an estimated $26.9K.
  • Emerson Electric made up 0.11% of Integrated Wealth Counsel's portfolio in Q4 2016, its #71 holding.
  • Integrated Wealth Counsel first reported a position in Emerson Electric in Q2 2013 and has held it in 5 quarters since.
  • 1,265 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.