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Walled Lake Planning & Wealth Management’s Emerson Electric EMR Stock Holding History

Walled Lake Planning & 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
2020
Q1 		– Sell
-1,700
Closed -$130K – 333
2019
Q4 		$130K Buy
+1,700
New +$123K 0.09% 81

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Bank of America
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Walled Lake Planning & Wealth Management's EMR Position: Q1 2020 in Review

Walled Lake Planning & Wealth Management sold out of Emerson Electric (EMR) in Q1 2020, closing a stake of 1,700 shares — an estimated $130K sold.

Walled Lake Planning & Wealth Management first reported a position in EMR in Q4 2019 and held it in 1 quarter. The position peaked at $130K in Q4 2019. 1,346 funds tracked by Wall St. Rank hold EMR as of Q1 2020.

  • Walled Lake Planning & Wealth Management reported no remaining Emerson Electric position as of Q1 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 1,700 Emerson Electric shares in Q1 2020, an estimated $130K.
  • Walled Lake Planning & Wealth Management first reported a position in Emerson Electric in Q4 2019 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's Emerson Electric position peaked at $130K in Q4 2019.
  • 1,346 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.