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Smith & Howard Wealth Management’s Emerson Electric EMR Stock Holding History

Smith & Howard Wealth 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
2014
Q1 		– Sell
-1,020
Closed -$72K – 92
2013
Q4 		$72K Buy
1,020
+243
+31% +$16.2K 0.04% 97
2013
Q3 		$50K Hold
777
– – 0.03% 108
2013
Q2 		$42K Buy
+777
New +$43.7K 0.03% 101

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Smith & Howard Wealth Management's EMR Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of Emerson Electric (EMR) in Q1 2014, closing a stake of 1,020 shares — an estimated $72K sold.

Smith & Howard Wealth Management first reported a position in EMR in Q2 2013 and held it in 3 quarters. The position peaked at $72K in Q4 2013. 1,223 funds tracked by Wall St. Rank hold EMR as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining Emerson Electric position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 1,020 Emerson Electric shares in Q1 2014, an estimated $72K.
  • Smith & Howard Wealth Management first reported a position in Emerson Electric in Q2 2013 and held it in 3 quarters.
  • Smith & Howard Wealth Management's Emerson Electric position peaked at $72K in Q4 2013.
  • 1,223 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.