Integrated Wealth Management (Palm Desert)’s Emerson Electric EMR Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q1	$330K	Buy	5,510 +322	+6%	+$19.2K	0.11%	174
2016 Q4	$289K	Sell	5,188 -20	-0.4%	-$1.08K	0.11%	178
2016 Q3	$284K	Sell	5,208 -100	-2%	-$5.36K	0.1%	168
2016 Q2	$277K	Buy	5,308 +940	+22%	+$49.9K	0.11%	171
2016 Q1	$238K	Buy	4,368 +514	+13%	+$24.8K	0.1%	169
2015 Q4	$184K	Buy	3,854 +366	+10%	+$17.4K	0.08%	199
2015 Q3	$154K	Buy	3,488 +122	+4%	+$6K	0.07%	219
2015 Q2	$187K	Sell	3,366 -65	-2%	-$3.82K	0.07%	200
2015 Q1	$194K	Buy	+3,431	New	+$199K	0.08%	186

Other funds holding EMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s EMR Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) increased its Emerson Electric (EMR) stake by 6.2% in Q1 2017, buying an estimated $19.2K and bringing the position to 5,510 shares worth $330K. The position accounts for 0.11% of the portfolio, ranked #174.

Integrated Wealth Management (Palm Desert) first reported a position in EMR in Q1 2015 and has held it in 9 quarters since. 1,281 funds tracked by Wall St. Rank hold EMR as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 5,510 shares of Emerson Electric worth $330K as of Q1 2017.
Integrated Wealth Management (Palm Desert) bought 322 Emerson Electric shares in Q1 2017, an estimated $19.2K.
Emerson Electric made up 0.11% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #174 holding.
Integrated Wealth Management (Palm Desert) first reported a position in Emerson Electric in Q1 2015 and has held it in 9 quarters since.
1,281 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.