MWAC
Mariner Wealth Advisors (Cincinnati)’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $7.36M | Buy |
96,079
+4,789
| +5% | +$367K | 0.41% | 64 |
|
|
2018
Q2 | $6.31M | Sell |
91,290
-530
| -0.6% | -$36.6K | 0.37% | 67 |
|
|
2018
Q1 | $6.27M | Buy |
91,820
+1,835
| +2% | +$125K | 0.39% | 63 |
|
|
2017
Q4 | $6.27M | Buy |
89,985
+6,576
| +8% | +$458K | 0.38% | 64 |
|
|
2017
Q3 | $5.24M | Buy |
83,409
+3,356
| +4% | +$211K | 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% | +$179K | 0.33% | 71 |
|
|
2016
Q3 | $3.98M | Buy |
72,954
+9,120
| +14% | +$497K | 0.34% | 70 |
|
|
2016
Q2 | $3.33M | Buy |
63,834
+11,039
| +21% | +$576K | 0.3% | 74 |
|
|
2016
Q1 | $2.87M | Buy |
52,795
+32,432
| +159% | +$1.76M | 0.28% | 74 |
|
|
2015
Q4 | $974K | Buy |
+20,363
| New | +$974K | 0.1% | 109 |
|
|
2015
Q1 | $1.73M | Buy |
30,497
+382
| +1% | +$21.6K | 0.24% | 60 |
|
|
2014
Q4 | $1.86M | Sell |
30,115
-1,222
| -4% | -$75.4K | 0.27% | 53 |
|
|
2014
Q3 | $1.96M | Buy |
31,337
+29
| +0.1% | +$1.82K | 0.31% | 52 |
|
|
2014
Q2 | $2.08M | Sell |
31,308
-59
| -0.2% | -$3.92K | 0.33% | 50 |
|
|
2014
Q1 | $2.1M | Buy |
31,367
+2,102
| +7% | +$140K | 0.34% | 51 |
|
|
2013
Q4 | $2.05M | Buy |
29,265
+686
| +2% | +$48.1K | 0.34% | 56 |
|
|
2013
Q3 | $1.85M | Sell |
28,579
-1,573
| -5% | -$102K | 0.34% | 54 |
|
|
2013
Q2 | $1.64M | Buy |
+30,152
| New | +$1.64M | 0.33% | 56 |
|