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Lucia Wealth Services’s Emerson Electric EMR Stock Holding History

Lucia Wealth Services’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
2018
Q4 		– Sell
-2,788
Closed -$214K – 188
2018
Q3 		$214K Sell
2,788
-98
-3% -$7.23K 0.07% 143
2018
Q2 		$200K Buy
+2,886
New +$203K 0.09% 130

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lucia Wealth Services's EMR Position: Q4 2018 in Review

Lucia Wealth Services sold out of Emerson Electric (EMR) in Q4 2018, closing a stake of 2,788 shares — an estimated $214K sold.

Lucia Wealth Services first reported a position in EMR in Q2 2018 and held it in 2 quarters. The position peaked at $214K in Q3 2018. 1,407 funds tracked by Wall St. Rank hold EMR as of Q4 2018.

  • Lucia Wealth Services reported no remaining Emerson Electric position as of Q4 2018 after selling out during the quarter.
  • Lucia Wealth Services sold 2,788 Emerson Electric shares in Q4 2018, an estimated $214K.
  • Lucia Wealth Services first reported a position in Emerson Electric in Q2 2018 and held it in 2 quarters.
  • Lucia Wealth Services's Emerson Electric position peaked at $214K in Q3 2018.
  • 1,407 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2018.

Based on Lucia Wealth Services's 13F filing for Q4 2018, filed 13 Feb 2019.