LBA Wealth Management’s Emerson Electric EMR Stock Holding History

LBA 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
2016 Q4	–	Sell	-139	Closed	-$8K	–	463
2016 Q3	$8K	Sell	139 -174	-56%	-$9.32K	﹤0.01%	336
2016 Q2	$16K	Hold	313	–	–	0.01%	267
2016 Q1	$17K	Sell	313 -99	-24%	-$4.77K	0.01%	259
2015 Q4	$20K	Hold	412	–	–	0.01%	257
2015 Q3	$18K	Buy	412 +198	+93%	+$9.74K	0.01%	230
2015 Q2	$12K	Hold	214	–	–	0.01%	229
2015 Q1	$12K	Hold	214	–	–	0.01%	224
2014 Q4	$13K	Sell	214 -153	-42%	-$9.58K	0.01%	217
2014 Q3	$23K	Buy	367 +327	+818%	+$21.2K	0.02%	224
2014 Q2	$3K	Hold	40	–	–	﹤0.01%	239
2014 Q1	$3K	Sell	40 -129	-76%	-$8.49K	﹤0.01%	230
2013 Q4	$12K	Buy	+169	New	+$11.3K	0.01%	197

Other funds holding EMR

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

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 New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LBA Wealth Management's EMR Position: Q4 2016 in Review

LBA Wealth Management sold out of Emerson Electric (EMR) in Q4 2016, closing a stake of 139 shares — an estimated $8K sold.

LBA Wealth Management first reported a position in EMR in Q4 2013 and held it in 12 quarters. The position peaked at $23K in Q3 2014. 1,265 funds tracked by Wall St. Rank hold EMR as of Q4 2016.

LBA Wealth Management reported no remaining Emerson Electric position as of Q4 2016 after selling out during the quarter.
LBA Wealth Management sold 139 Emerson Electric shares in Q4 2016, an estimated $8K.
LBA Wealth Management first reported a position in Emerson Electric in Q4 2013 and held it in 12 quarters.
LBA Wealth Management's Emerson Electric position peaked at $23K in Q3 2014.
1,265 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2016.

Based on LBA Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.