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Kelman-Lazarov Inc’s Emerson Electric EMR Stock Holding History

Kelman-Lazarov Inc’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 		– Sell
-400
Closed -$21.3K – 322
2016
Q3 		$21.3K Hold
400
– – 0.01% 247
2016
Q2 		$20.9K Hold
400
– – 0.01% 236
2016
Q1 		$22K Buy
+400
New +$19.3K 0.01% 240

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

Kelman-Lazarov Inc's EMR Position: Q4 2016 in Review

Kelman-Lazarov Inc sold out of Emerson Electric (EMR) in Q4 2016, closing a stake of 400 shares — an estimated $21.3K sold.

Kelman-Lazarov Inc first reported a position in EMR in Q1 2016 and held it in 3 quarters. The position peaked at $22K in Q1 2016. 1,265 funds tracked by Wall St. Rank hold EMR as of Q4 2016.

  • Kelman-Lazarov Inc reported no remaining Emerson Electric position as of Q4 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 400 Emerson Electric shares in Q4 2016, an estimated $21.3K.
  • Kelman-Lazarov Inc first reported a position in Emerson Electric in Q1 2016 and held it in 3 quarters.
  • Kelman-Lazarov Inc's Emerson Electric position peaked at $22K in Q1 2016.
  • 1,265 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2016.

Based on Kelman-Lazarov Inc's 13F filing for Q4 2016, filed 17 Jan 2017.