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Jackson Wealth Management’s Emerson Electric EMR Stock Holding History

Jackson Wealth 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
2015
Q1 		– Sell
-27,685
Closed -$1.71M – 125
2014
Q4 		$1.71M Buy
+27,685
New +$1.73M 0.56% 62

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jackson Wealth Management's EMR Position: Q1 2015 in Review

Jackson Wealth Management sold out of Emerson Electric (EMR) in Q1 2015, closing a stake of 27,685 shares — an estimated $1.71M sold.

Jackson Wealth Management first reported a position in EMR in Q4 2014 and held it in 1 quarter. The position peaked at $1.71M in Q4 2014. 1,242 funds tracked by Wall St. Rank hold EMR as of Q1 2015.

  • Jackson Wealth Management reported no remaining Emerson Electric position as of Q1 2015 after selling out during the quarter.
  • Jackson Wealth Management sold 27,685 Emerson Electric shares in Q1 2015, an estimated $1.71M.
  • Jackson Wealth Management first reported a position in Emerson Electric in Q4 2014 and held it in 1 quarter.
  • Jackson Wealth Management's Emerson Electric position peaked at $1.71M in Q4 2014.
  • 1,242 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2015.

Based on Jackson Wealth Management's 13F filing for Q1 2015, filed 4 May 2015.