PIM
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Parasol Investment Management’s Emerson Electric EMR Stock Holding History

Parasol Investment 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
2017
Q1 		$87K Sell
1,460
-3,754
-72% -$224K 0.14% 46
2016
Q4 		$291K Buy
5,214
+188
+4% +$10.1K 0.31% 50
2016
Q3 		$274K Sell
5,026
-210
-4% -$11.3K 0.29% 50
2016
Q2 		$273K Buy
5,236
+115
+2% +$6.11K 0.28% 51
2016
Q1 		$278K Buy
5,121
+1,439
+39% +$69.4K 0.27% 44
2015
Q4 		$176K Sell
3,682
-1,935
-34% -$92.1K 0.17% 54
2015
Q3 		$248K Sell
5,617
-288
-5% -$14.2K 0.22% 51
2015
Q2 		$327K Buy
5,905
+30
+0.5% +$1.76K 0.22% 54
2015
Q1 		$333K Buy
5,875
+3,650
+164% +$212K 0.21% 53
2014
Q4 		$137K Buy
2,225
+2,065
+1,291% +$129K 0.09% 72
2014
Q3 		$10K Buy
+160
New +$10.4K 0.01% 211

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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Parasol Investment Management's EMR Position: Q1 2017 in Review

Parasol Investment Management reduced its Emerson Electric (EMR) stake by 72% in Q1 2017, selling an estimated $224K and leaving 1,460 shares worth $87K. The position accounts for 0.14% of the portfolio, ranked #46.

Parasol Investment Management first reported a position in EMR in Q3 2014 and has held it in 11 quarters since. The position peaked at $333K in Q1 2015. 1,281 funds tracked by Wall St. Rank hold EMR as of Q1 2017.

  • Parasol Investment Management held 1,460 shares of Emerson Electric worth $87K as of Q1 2017.
  • Parasol Investment Management sold 3,754 Emerson Electric shares in Q1 2017, an estimated $224K.
  • Emerson Electric made up 0.14% of Parasol Investment Management's portfolio in Q1 2017, its #46 holding.
  • Parasol Investment Management first reported a position in Emerson Electric in Q3 2014 and has held it in 11 quarters since.
  • Parasol Investment Management's Emerson Electric position peaked at $333K in Q1 2015.
  • 1,281 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.