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Kays Financial Advisory’s Emerson Electric EMR Stock Holding History

Kays Financial Advisory’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
2019
Q1 		– Sell
-20,858
Closed -$1.25M – 124
2018
Q4 		$1.25M Buy
20,858
+1,355
+7% +$91.4K 0.28% 62
2018
Q3 		$1.49M Sell
19,503
-566
-3% -$41.8K 0.32% 46
2018
Q2 		$1.39M Buy
20,069
+652
+3% +$45.8K 0.3% 48
2018
Q1 		$1.33M Sell
19,417
-178
-0.9% -$12.7K 0.3% 46
2017
Q4 		$1.37M Buy
19,595
+475
+2% +$30.8K 0.4% 41
2017
Q3 		$1.2M Buy
19,120
+849
+5% +$51.2K 0.38% 42
2017
Q2 		$1.09M Buy
18,271
+721
+4% +$42.8K 0.37% 42
2017
Q1 		$1.05M Sell
17,550
-17,486
-50% -$1.04M 0.37% 42
2016
Q4 		$1.95M Buy
35,036
+2,751
+9% +$148K 0.76% 25
2016
Q3 		$1.76M Buy
32,285
+3,834
+13% +$205K 0.75% 23
2016
Q2 		$1.48M Buy
28,451
+3,789
+15% +$201K 0.67% 25
2016
Q1 		$1.34M Buy
24,662
+874
+4% +$42.1K 0.66% 18
2015
Q4 		$1.14M Buy
23,788
+2,082
+10% +$99.1K 0.59% 24
2015
Q3 		$959K Buy
21,706
+14,820
+215% +$729K 0.55% 22
2015
Q2 		$382K Buy
6,886
+790
+13% +$46.4K 0.22% 46
2015
Q1 		$345K Buy
+6,096
New +$354K 0.2% 45

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kays Financial Advisory's EMR Position: Q1 2019 in Review

Kays Financial Advisory sold out of Emerson Electric (EMR) in Q1 2019, closing a stake of 20,858 shares — an estimated $1.25M sold.

Kays Financial Advisory first reported a position in EMR in Q1 2015 and held it in 16 quarters. The position peaked at $1.95M in Q4 2016. 1,459 funds tracked by Wall St. Rank hold EMR as of Q1 2019.

  • Kays Financial Advisory reported no remaining Emerson Electric position as of Q1 2019 after selling out during the quarter.
  • Kays Financial Advisory sold 20,858 Emerson Electric shares in Q1 2019, an estimated $1.25M.
  • Kays Financial Advisory first reported a position in Emerson Electric in Q1 2015 and held it in 16 quarters.
  • Kays Financial Advisory's Emerson Electric position peaked at $1.95M in Q4 2016.
  • 1,459 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2019.

Based on Kays Financial Advisory's 13F filing for Q1 2019, filed 25 Apr 2019.