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Santa Fe Partners’s Emerson Electric EMR Stock Holding History

Santa Fe 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
2016
Q1 		– Sell
-49,775
Closed -$2.38M – 102
2015
Q4 		$2.38M Sell
49,775
-35,169
-41% -$1.67M 0.39% 97
2015
Q3 		$3.75M Buy
84,944
+61,563
+263% +$3.03M 0.5% 24
2015
Q2 		$1.3M Sell
23,381
-46,012
-66% -$2.7M 0.18% 234
2015
Q1 		$3.93M Buy
69,393
+49,399
+247% +$2.87M 0.48% 45
2014
Q4 		$1.24M Buy
19,994
+1,550
+8% +$97.1K 0.15% 262
2014
Q3 		$1.15M Buy
18,444
+11,905
+182% +$773K 0.18% 230
2014
Q2 		$433K Sell
6,539
-1,886
-22% -$127K 0.06% 389
2014
Q1 		$563K Buy
+8,425
New +$554K 0.08% 339

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Santa Fe Partners's EMR Position: Q1 2016 in Review

Santa Fe Partners sold out of Emerson Electric (EMR) in Q1 2016, closing a stake of 49,775 shares — an estimated $2.38M sold.

Santa Fe Partners first reported a position in EMR in Q1 2014 and held it in 8 quarters. The position peaked at $3.93M in Q1 2015. 1,238 funds tracked by Wall St. Rank hold EMR as of Q1 2016.

  • Santa Fe Partners reported no remaining Emerson Electric position as of Q1 2016 after selling out during the quarter.
  • Santa Fe Partners sold 49,775 Emerson Electric shares in Q1 2016, an estimated $2.38M.
  • Santa Fe Partners first reported a position in Emerson Electric in Q1 2014 and held it in 8 quarters.
  • Santa Fe Partners's Emerson Electric position peaked at $3.93M in Q1 2015.
  • 1,238 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2016.

Based on Santa Fe Partners's 13F filing for Q1 2016.