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Mariner Wealth Advisors (Cincinnati)’s Emerson Electric EMR Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
Q3 		$7.36M Buy
96,079
+4,789
+5% +$353K 0.41% 64
2018
Q2 		$6.31M Sell
91,290
-530
-0.6% -$37.2K 0.37% 67
2018
Q1 		$6.27M Buy
91,820
+1,835
+2% +$131K 0.39% 63
2017
Q4 		$6.27M Buy
89,985
+6,576
+8% +$426K 0.38% 64
2017
Q3 		$5.24M Buy
83,409
+3,356
+4% +$202K 0.34% 70
2017
Q2 		$4.77M Buy
80,053
+1,919
+2% +$114K 0.33% 71
2017
Q1 		$4.68M Buy
78,134
+1,971
+3% +$118K 0.34% 70
2016
Q4 		$4.25M Buy
76,163
+3,209
+4% +$173K 0.33% 71
2016
Q3 		$3.98M Buy
72,954
+9,120
+14% +$489K 0.34% 70
2016
Q2 		$3.33M Buy
63,834
+11,039
+21% +$586K 0.3% 74
2016
Q1 		$2.87M Buy
52,795
+32,432
+159% +$1.56M 0.28% 74
2015
Q4 		$974K Buy
+20,363
New +$969K 0.1% 109
2015
Q1 		$1.73M Buy
30,497
+382
+1% +$22.2K 0.24% 60
2014
Q4 		$1.86M Sell
30,115
-1,222
-4% -$76.5K 0.27% 53
2014
Q3 		$1.96M Buy
31,337
+29
+0.1% +$1.88K 0.31% 52
2014
Q2 		$2.08M Sell
31,308
-59
-0.2% -$3.97K 0.33% 50
2014
Q1 		$2.1M Buy
31,367
+2,102
+7% +$138K 0.34% 51
2013
Q4 		$2.05M Buy
29,265
+686
+2% +$45.8K 0.34% 56
2013
Q3 		$1.85M Sell
28,579
-1,573
-5% -$96.2K 0.34% 54
2013
Q2 		$1.64M Buy
+30,152
New +$1.7M 0.33% 56

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s EMR Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its Emerson Electric (EMR) stake by 5.2% in Q3 2018, buying an estimated $353K and bringing the position to 96,079 shares worth $7.36M. The position accounts for 0.41% of the portfolio, ranked #64.

Mariner Wealth Advisors (Cincinnati) first reported a position in EMR in Q2 2013 and has held it in 20 quarters since. 1,416 funds tracked by Wall St. Rank hold EMR as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 96,079 shares of Emerson Electric worth $7.36M as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) bought 4,789 Emerson Electric shares in Q3 2018, an estimated $353K.
  • Emerson Electric made up 0.41% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #64 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Emerson Electric in Q2 2013 and has held it in 20 quarters since.
  • 1,416 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.