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PacWest Financial Management’s Emerson Electric EMR Stock Holding History

PacWest Financial 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
2016
Q3 		– Sell
-30,255
Closed -$1.58M – 80
2016
Q2 		$1.58M Buy
30,255
+180
+0.6% +$9.56K 0.99% 50
2016
Q1 		$1.64M Sell
30,075
-460
-2% -$22.2K 1.05% 47
2015
Q4 		$1.46M Buy
30,535
+1,075
+4% +$51.2K 0.98% 52
2015
Q3 		$1.3M Buy
29,460
+210
+0.7% +$10.3K 0.96% 55
2015
Q2 		$1.62M Buy
29,250
+1,365
+5% +$80.2K 1.14% 42
2015
Q1 		$1.58M Buy
27,885
+1,020
+4% +$59.3K 1.11% 43
2014
Q4 		$1.66M Buy
26,865
+1,835
+7% +$115K 1.17% 40
2014
Q3 		$1.57M Sell
25,030
-1,595
-6% -$104K 1.16% 37
2014
Q2 		$1.77M Buy
26,625
+200
+0.8% +$13.4K 1.31% 27
2014
Q1 		$1.76M Buy
26,425
+2,665
+11% +$175K 1.37% 25
2013
Q4 		$1.67K Buy
23,760
+205
+0.9% +$13.7K 0.5% 28
2013
Q3 		$1.52M Hold
23,555
– – 1.32% 30
2013
Q2 		$1.28M Buy
+23,555
New +$1.32M 1.22% 34

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PacWest Financial Management's EMR Position: Q3 2016 in Review

PacWest Financial Management sold out of Emerson Electric (EMR) in Q3 2016, closing a stake of 30,255 shares — an estimated $1.58M sold.

PacWest Financial Management first reported a position in EMR in Q2 2013 and held it in 13 quarters. The position peaked at $1.77M in Q2 2014. 1,207 funds tracked by Wall St. Rank hold EMR as of Q3 2016.

  • PacWest Financial Management reported no remaining Emerson Electric position as of Q3 2016 after selling out during the quarter.
  • PacWest Financial Management sold 30,255 Emerson Electric shares in Q3 2016, an estimated $1.58M.
  • PacWest Financial Management first reported a position in Emerson Electric in Q2 2013 and held it in 13 quarters.
  • PacWest Financial Management's Emerson Electric position peaked at $1.77M in Q2 2014.
  • 1,207 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2016.

Based on PacWest Financial Management's 13F filing for Q3 2016, filed 11 Oct 2016.