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Sound View Wealth Advisors’s Emerson Electric EMR Stock Holding History

Sound View Wealth 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
2019
Q1 		$3.16M Sell
46,110
-720
-2% -$47.4K 0.99% 30
2018
Q4 		$2.8M Buy
+46,830
New +$3.16M 1.01% 27

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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sound View Wealth Advisors's EMR Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Emerson Electric (EMR) stake by 1.5% in Q1 2019, selling an estimated $47.4K and leaving 46,110 shares worth $3.16M. The position accounts for 0.99% of the portfolio, ranked #30.

Sound View Wealth Advisors first reported a position in EMR in Q4 2018 and has held it in 2 quarters since. 1,458 funds tracked by Wall St. Rank hold EMR as of Q1 2019.

  • Sound View Wealth Advisors held 46,110 shares of Emerson Electric worth $3.16M as of Q1 2019.
  • Sound View Wealth Advisors sold 720 Emerson Electric shares in Q1 2019, an estimated $47.4K.
  • Emerson Electric made up 0.99% of Sound View Wealth Advisors's portfolio in Q1 2019, its #30 holding.
  • Sound View Wealth Advisors first reported a position in Emerson Electric in Q4 2018 and has held it in 2 quarters since.
  • 1,458 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.