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Lucus Advisors’s Emerson Electric EMR Stock Holding History

Lucus Advisors’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
2017
Q3 		– Sell
-6,121
Closed -$365K – 207
2017
Q2 		$365K Buy
+6,121
New +$363K 0.49% 15
2016
Q1 		– Sell
-8,287
Closed -$396K – 297
2015
Q4 		$396K Sell
8,287
-1,419
-15% -$67.5K 0.24% 174
2015
Q3 		$429K Buy
9,706
+1,101
+13% +$54.1K 0.24% 204
2015
Q2 		$477K Sell
8,605
-490
-5% -$28.8K 0.23% 253
2015
Q1 		$515K Buy
9,095
+1,739
+24% +$101K 0.26% 124
2014
Q4 		$454K Buy
+7,356
New +$461K 0.2% 217

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Lucus Advisors's EMR Position: Q3 2017 in Review

Lucus Advisors sold out of Emerson Electric (EMR) in Q3 2017, closing a stake of 6,121 shares — an estimated $365K sold.

Lucus Advisors first reported a position in EMR in Q4 2014 and held it in 6 quarters. The position peaked at $515K in Q1 2015. 1,275 funds tracked by Wall St. Rank hold EMR as of Q3 2017.

  • Lucus Advisors reported no remaining Emerson Electric position as of Q3 2017 after selling out during the quarter.
  • Lucus Advisors sold 6,121 Emerson Electric shares in Q3 2017, an estimated $365K.
  • Lucus Advisors first reported a position in Emerson Electric in Q4 2014 and held it in 6 quarters.
  • Lucus Advisors's Emerson Electric position peaked at $515K in Q1 2015.
  • 1,275 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2017.

Based on Lucus Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.