Vector Wealth Management’s Emerson Electric EMR Stock Holding History

Vector 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
2016 Q4	$221K	Hold	3,965	–	–	0.16%	73
2016 Q3	$216K	Hold	3,965	–	–	0.15%	75
2016 Q2	$207K	Hold	3,965	–	–	0.14%	78
2016 Q1	$216K	Sell	3,965 -225	-5%	-$10.9K	0.16%	73
2015 Q4	$200K	Hold	4,190	–	–	0.16%	76
2015 Q3	$210K	Sell	4,190 -1,021	-20%	-$50.2K	0.17%	73
2015 Q2	$289K	Hold	5,211	–	–	0.23%	54
2015 Q1	$295K	Buy	5,211 +1	+0%	+$58	0.24%	51
2014 Q4	$322K	Buy	5,210 +883	+20%	+$55.3K	0.24%	45
2014 Q3	$271K	Buy	4,327 +595	+16%	+$38.6K	0.2%	47
2014 Q2	$248K	Buy	3,732 +85	+2%	+$5.71K	0.18%	48
2014 Q1	$244K	Hold	3,647	–	–	0.18%	42
2013 Q4	$256K	Buy	3,647 +21	+0.6%	+$1.4K	0.18%	45
2013 Q3	$235K	Buy	+3,626	New	+$222K	0.17%	53

Other funds holding EMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vector Wealth Management's EMR Position: Q4 2016 in Review

Vector Wealth Management held its Emerson Electric (EMR) position steady in Q4 2016 at 3,965 shares worth $221K. The position accounts for 0.16% of the portfolio, ranked #73.

Vector Wealth Management first reported a position in EMR in Q3 2013 and has held it in 14 quarters since. The position peaked at $322K in Q4 2014. 1,265 funds tracked by Wall St. Rank hold EMR as of Q4 2016.

Vector Wealth Management held 3,965 shares of Emerson Electric worth $221K as of Q4 2016.
Vector Wealth Management left its Emerson Electric share count unchanged in Q4 2016.
Emerson Electric made up 0.16% of Vector Wealth Management's portfolio in Q4 2016, its #73 holding.
Vector Wealth Management first reported a position in Emerson Electric in Q3 2013 and has held it in 14 quarters since.
Vector Wealth Management's Emerson Electric position peaked at $322K in Q4 2014.
1,265 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2016.

Based on Vector Wealth Management's 13F filing for Q4 2016, filed 7 Feb 2017.