Lyons Wealth Management’s Emerson Electric EMR Stock Holding History

Lyons 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
2017 Q2	–	Sell	-14,832	Closed	-$888K	–	59
2017 Q1	$888K	Buy	14,832 +697	+5%	+$41.6K	0.94%	19
2016 Q4	$789K	Buy	+14,135	New	+$760K	1.08%	26
2016 Q3	–	Sell	-5,000	Closed	-$261K	–	65
2016 Q2	$261K	Buy	+5,000	New	+$266K	0.39%	38
2016 Q1	–	Sell	-5,700	Closed	-$275K	–	67
2015 Q4	$273K	Sell	5,700 -9,946	-64%	-$473K	0.35%	44
2015 Q3	$692K	Buy	+15,646	New	+$769K	0.89%	30
2015 Q1	–	Sell	-16,108	Closed	-$936K	–	66
2014 Q4	$993K	Buy	+16,108	New	+$1.01M	1.04%	29
2013 Q4	–	Sell	-6,344	Closed	-$410K	–	70
2013 Q3	$410K	Buy	6,344 +1,532	+32%	+$93.7K	0.37%	27
2013 Q2	$260K	Buy	+4,812	New	+$271K	0.26%	49

Other funds holding EMR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lyons Wealth Management's EMR Position: Q2 2017 in Review

Lyons Wealth Management sold out of Emerson Electric (EMR) in Q2 2017, closing a stake of 14,832 shares — an estimated $888K sold.

Lyons Wealth Management first reported a position in EMR in Q2 2013 and held it in 8 quarters. The position peaked at $993K in Q4 2014. 1,262 funds tracked by Wall St. Rank hold EMR as of Q2 2017.

Lyons Wealth Management reported no remaining Emerson Electric position as of Q2 2017 after selling out during the quarter.
Lyons Wealth Management sold 14,832 Emerson Electric shares in Q2 2017, an estimated $888K.
Lyons Wealth Management first reported a position in Emerson Electric in Q2 2013 and held it in 8 quarters.
Lyons Wealth Management's Emerson Electric position peaked at $993K in Q4 2014.
1,262 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2017.

Based on Lyons Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.