OIWM
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OptiFour Integrated Wealth Management’s Emerson Electric EMR Stock Holding History

OptiFour Integrated 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
2019
Q3 		– Sell
-4,035
Closed -$269K – 73
2019
Q2 		$269K Buy
+4,035
New +$270K 0.19% 62

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OptiFour Integrated Wealth Management's EMR Position: Q3 2019 in Review

OptiFour Integrated Wealth Management sold out of Emerson Electric (EMR) in Q3 2019, closing a stake of 4,035 shares — an estimated $269K sold.

OptiFour Integrated Wealth Management first reported a position in EMR in Q2 2019 and held it in 1 quarter. The position peaked at $269K in Q2 2019. 1,385 funds tracked by Wall St. Rank hold EMR as of Q3 2019.

  • OptiFour Integrated Wealth Management reported no remaining Emerson Electric position as of Q3 2019 after selling out during the quarter.
  • OptiFour Integrated Wealth Management sold 4,035 Emerson Electric shares in Q3 2019, an estimated $269K.
  • OptiFour Integrated Wealth Management first reported a position in Emerson Electric in Q2 2019 and held it in 1 quarter.
  • OptiFour Integrated Wealth Management's Emerson Electric position peaked at $269K in Q2 2019.
  • 1,385 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q3 2019, filed 4 Oct 2019.