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Private Wealth Partners’s Emerson Electric EMR Stock Holding History

Private 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
2014
Q4 		– Sell
-3,800
Closed -$238K – 158
2014
Q3 		$238K Buy
+3,800
New +$247K 0.05% 152
2013
Q4 		– Sell
-1,800
Closed -$116K – 174
2013
Q3 		$116K Buy
+1,800
New +$110K 0.03% 171

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Private Wealth Partners's EMR Position: Q4 2014 in Review

Private Wealth Partners sold out of Emerson Electric (EMR) in Q4 2014, closing a stake of 3,800 shares — an estimated $238K sold.

Private Wealth Partners first reported a position in EMR in Q3 2013 and held it in 2 quarters. The position peaked at $238K in Q3 2014. 1,271 funds tracked by Wall St. Rank hold EMR as of Q4 2014.

  • Private Wealth Partners reported no remaining Emerson Electric position as of Q4 2014 after selling out during the quarter.
  • Private Wealth Partners sold 3,800 Emerson Electric shares in Q4 2014, an estimated $238K.
  • Private Wealth Partners first reported a position in Emerson Electric in Q3 2013 and held it in 2 quarters.
  • Private Wealth Partners's Emerson Electric position peaked at $238K in Q3 2014.
  • 1,271 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2014.

Based on Private Wealth Partners's 13F filing for Q4 2014, filed 23 Jan 2015.