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Legacy Capital Partners’s Emerson Electric EMR Stock Holding History

Legacy Capital Partners’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
-4,750
Closed -$294K – 112
2014
Q4 		$294K Buy
+4,750
New +$298K 0.19% 95
2014
Q3 		– Sell
-3,250
Closed -$216K – 119
2014
Q2 		$216K Sell
3,250
-100
-3% -$6.72K 0.14% 105
2014
Q1 		$224K Sell
3,350
-2,500
-43% -$165K 0.16% 101
2013
Q4 		$411K Sell
5,850
-310
-5% -$20.7K 0.29% 73
2013
Q3 		$399K Buy
6,160
+2,360
+62% +$144K 0.3% 76
2013
Q2 		$208K Buy
+3,800
New +$214K 0.16% 97

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

Legacy Capital Partners's EMR Position: Q1 2015 in Review

Legacy Capital Partners sold out of Emerson Electric (EMR) in Q1 2015, closing a stake of 4,750 shares — an estimated $294K sold.

Legacy Capital Partners first reported a position in EMR in Q2 2013 and held it in 6 quarters. The position peaked at $411K in Q4 2013. 1,242 funds tracked by Wall St. Rank hold EMR as of Q1 2015.

  • Legacy Capital Partners reported no remaining Emerson Electric position as of Q1 2015 after selling out during the quarter.
  • Legacy Capital Partners sold 4,750 Emerson Electric shares in Q1 2015, an estimated $294K.
  • Legacy Capital Partners first reported a position in Emerson Electric in Q2 2013 and held it in 6 quarters.
  • Legacy Capital Partners's Emerson Electric position peaked at $411K in Q4 2013.
  • 1,242 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2015.

Based on Legacy Capital Partners's 13F filing for Q1 2015, filed 5 May 2015.