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Simply Money Advisors’s Emerson Electric EMR Stock Holding History

Simply Money Advisors’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
2013
Q4 		– Sell
-30
Closed -$2K – 99
2013
Q3 		$2K Sell
30
-130
-81% -$7.95K ﹤0.01% 105
2013
Q2 		$9K Buy
+160
New +$9K ﹤0.01% 172

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Simply Money Advisors's EMR Position: Q4 2013 in Review

Simply Money Advisors sold out of Emerson Electric (EMR) in Q4 2013, closing a stake of 30 shares — an estimated $2K sold.

Simply Money Advisors first reported a position in EMR in Q2 2013 and held it in 2 quarters. The position peaked at $9K in Q2 2013. 1,221 funds tracked by Wall St. Rank hold EMR as of Q4 2013.

  • Simply Money Advisors reported no remaining Emerson Electric position as of Q4 2013 after selling out during the quarter.
  • Simply Money Advisors sold 30 Emerson Electric shares in Q4 2013, an estimated $2K.
  • Simply Money Advisors first reported a position in Emerson Electric in Q2 2013 and held it in 2 quarters.
  • Simply Money Advisors's Emerson Electric position peaked at $9K in Q2 2013.
  • 1,221 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2013.

Based on Simply Money Advisors's 13F filing for Q4 2013, filed 22 Jan 2014.