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Stonebridge Financial Planning Group’s Emerson Electric EMR Stock Holding History

Stonebridge Financial Planning Group’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
2020
Q2 		– Sell
-175
Closed -$9K – 392
2020
Q1 		$9K Buy
+175
New +$11.5K 0.01% 308

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stonebridge Financial Planning Group's EMR Position: Q2 2020 in Review

Stonebridge Financial Planning Group sold out of Emerson Electric (EMR) in Q2 2020, closing a stake of 175 shares — an estimated $9K sold.

Stonebridge Financial Planning Group first reported a position in EMR in Q1 2020 and held it in 1 quarter. The position peaked at $9K in Q1 2020. 1,395 funds tracked by Wall St. Rank hold EMR as of Q2 2020.

  • Stonebridge Financial Planning Group reported no remaining Emerson Electric position as of Q2 2020 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 175 Emerson Electric shares in Q2 2020, an estimated $9K.
  • Stonebridge Financial Planning Group first reported a position in Emerson Electric in Q1 2020 and held it in 1 quarter.
  • Stonebridge Financial Planning Group's Emerson Electric position peaked at $9K in Q1 2020.
  • 1,395 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2020, filed 24 Jul 2020.