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Omnia Family Wealth’s Emerson Electric EMR Stock Holding History

Omnia Family Wealth’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
2019
Q2 		– Sell
-36
Closed -$2K – 227
2019
Q1 		$2K Hold
36
– – ﹤0.01% 453
2018
Q4 		$2K Hold
36
– – ﹤0.01% 401
2018
Q3 		$3K Hold
36
– – ﹤0.01% 364
2018
Q2 		$2K Sell
36
-32
-47% -$2.25K ﹤0.01% 420
2018
Q1 		$5K Sell
68
-13
-16% -$926 ﹤0.01% 310
2017
Q4 		$6K Buy
81
+13
+19% +$842 ﹤0.01% 318
2017
Q3 		$4K Sell
68
-27
-28% -$1.63K ﹤0.01% 362
2017
Q2 		$6K Buy
95
+32
+51% +$1.9K ﹤0.01% 352
2017
Q1 		$4K Hold
63
– – ﹤0.01% 435
2016
Q4 		$4K Buy
+63
New +$3.39K ﹤0.01% 427

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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Omnia Family Wealth's EMR Position: Q2 2019 in Review

Omnia Family Wealth sold out of Emerson Electric (EMR) in Q2 2019, closing a stake of 36 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in EMR in Q4 2016 and held it in 10 quarters. The position peaked at $6K in Q4 2017. 1,402 funds tracked by Wall St. Rank hold EMR as of Q2 2019.

  • Omnia Family Wealth reported no remaining Emerson Electric position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 36 Emerson Electric shares in Q2 2019, an estimated $2K.
  • Omnia Family Wealth first reported a position in Emerson Electric in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Emerson Electric position peaked at $6K in Q4 2017.
  • 1,402 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.