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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
2016
Q3 		– Sell
-20,000
Closed -$30K – 66
2016
Q2 		$30K Hold
20,000
– – 0.05% 46
2016
Q1 		$36K Sell
20,000
-20,000
-50% -$965K 0.05% 48
2015
Q4 		$103K Hold
40,000
– – 0.13% 54
2015
Q3 		$274K Hold
40,000
– – 0.35% 40
2015
Q2 		$28K Hold
40,000
– – 0.03% 61
2015
Q1 		$70K Hold
40,000
– – 0.08% 52
2014
Q4 		$50K Buy
+40,000
New +$2.51M 0.05% 50

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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

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.