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O'Brien Wealth Partners’s Emerson Electric EMR Stock Holding History

O'Brien Wealth Partners’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
Q4 		– Sell
-203
Closed -$16K – 105
2018
Q3 		$16K Buy
+203
New +$15K 0.01% 111
2018
Q2 		– Sell
-203
Closed -$14K – 127
2018
Q1 		$14K Buy
+203
New +$14.5K 0.01% 103

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

O'Brien Wealth Partners's EMR Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Emerson Electric (EMR) in Q4 2018, closing a stake of 203 shares — an estimated $16K sold.

O'Brien Wealth Partners first reported a position in EMR in Q1 2018 and held it in 2 quarters. The position peaked at $16K in Q3 2018. 1,408 funds tracked by Wall St. Rank hold EMR as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining Emerson Electric position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 203 Emerson Electric shares in Q4 2018, an estimated $16K.
  • O'Brien Wealth Partners first reported a position in Emerson Electric in Q1 2018 and held it in 2 quarters.
  • O'Brien Wealth Partners's Emerson Electric position peaked at $16K in Q3 2018.
  • 1,408 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.