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Vontobel Swiss Wealth Advisors’s Emerson Electric EMR Stock Holding History

Vontobel Swiss 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
2021
Q2 		$530K Buy
5,510
+660
+14% +$62.1K 0.27% 46
2021
Q1 		$438K Sell
4,850
-5
-0.1% -$430 0.24% 47
2020
Q4 		$390K Buy
4,855
+320
+7% +$23.8K 0.22% 50
2020
Q3 		$297K Sell
4,535
-60
-1% -$3.95K 0.21% 53
2020
Q2 		$285K Buy
4,595
+30
+0.7% +$1.7K 0.19% 65
2020
Q1 		$218K Hold
4,565
– – 0.17% 83
2019
Q4 		$348K Sell
4,565
-236
-5% -$17K 0.23% 75
2019
Q3 		$321K Sell
4,801
-2,200
-31% -$138K 0.21% 81
2019
Q2 		$467K Buy
+7,001
New +$469K 0.25% 79
2017
Q1 		– Sell
-8,865
Closed -$494K – 71
2016
Q4 		$494K Buy
8,865
+665
+8% +$35.8K 0.3% 46
2016
Q3 		$447K Buy
+8,200
New +$439K 0.24% 48

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's EMR Position: Q2 2021 in Review

Vontobel Swiss Wealth Advisors increased its Emerson Electric (EMR) stake by 14% in Q2 2021, buying an estimated $62.1K and bringing the position to 5,510 shares worth $530K. The position accounts for 0.27% of the portfolio, ranked #46.

Vontobel Swiss Wealth Advisors first reported a position in EMR in Q3 2016 and has held it in 11 quarters since. 1,697 funds tracked by Wall St. Rank hold EMR as of Q2 2021.

  • Vontobel Swiss Wealth Advisors held 5,510 shares of Emerson Electric worth $530K as of Q2 2021.
  • Vontobel Swiss Wealth Advisors bought 660 Emerson Electric shares in Q2 2021, an estimated $62.1K.
  • Emerson Electric made up 0.27% of Vontobel Swiss Wealth Advisors's portfolio in Q2 2021, its #46 holding.
  • Vontobel Swiss Wealth Advisors first reported a position in Emerson Electric in Q3 2016 and has held it in 11 quarters since.
  • 1,697 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.