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Oak Point Wealth Management’s Emerson Electric EMR Stock Holding History

Oak Point 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
2018
Q1 		$8K Hold
123
– – 0.01% 158
2017
Q4 		$9K Buy
+123
New +$7.97K 0.01% 155

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Oak Point Wealth Management's EMR Position: Q1 2018 in Review

Oak Point Wealth Management held its Emerson Electric (EMR) position steady in Q1 2018 at 123 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #158.

Oak Point Wealth Management first reported a position in EMR in Q4 2017 and has held it in 2 quarters since. The position peaked at $9K in Q4 2017. 1,426 funds tracked by Wall St. Rank hold EMR as of Q1 2018.

  • Oak Point Wealth Management held 123 shares of Emerson Electric worth $8K as of Q1 2018.
  • Oak Point Wealth Management left its Emerson Electric share count unchanged in Q1 2018.
  • Emerson Electric made up 0.01% of Oak Point Wealth Management's portfolio in Q1 2018, its #158 holding.
  • Oak Point Wealth Management first reported a position in Emerson Electric in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's Emerson Electric position peaked at $9K in Q4 2017.
  • 1,426 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.