Wealthcare Capital Management’s Emerson Electric EMR Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-806	Closed	-$73K	–	252
2021 Q1	$73K	Buy	+806	New	+$69.3K	0.01%	117
2020 Q2	–	Sell	-398	Closed	-$19K	–	108
2020 Q1	$19K	Buy	398 +54	+16%	+$3.56K	﹤0.01%	135
2019 Q4	$26K	Buy	344 +54	+19%	+$3.89K	﹤0.01%	141
2019 Q3	$19K	Hold	290	–	–	﹤0.01%	138
2019 Q2	$19K	Hold	290	–	–	﹤0.01%	131
2019 Q1	$20K	Hold	290	–	–	﹤0.01%	137
2018 Q4	$17K	Hold	290	–	–	﹤0.01%	138
2018 Q3	$22K	Hold	290	–	–	﹤0.01%	132
2018 Q2	$20K	Buy	290 +150	+107%	+$10.5K	﹤0.01%	125
2018 Q1	$10K	Buy	+140	New	+$9.97K	﹤0.01%	144
2015 Q2	–	Sell	-4,490	Closed	-$254K	–	532
2015 Q1	$254K	Buy	4,490 +4,390	+4,390%	+$255K	0.03%	87
2014 Q4	$6K	Hold	100	–	–	﹤0.01%	148
2014 Q3	$6K	Hold	100	–	–	﹤0.01%	199
2014 Q2	$7K	Hold	100	–	–	﹤0.01%	139
2014 Q1	$7K	Hold	100	–	–	﹤0.01%	135
2013 Q4	$7K	Hold	100	–	–	﹤0.01%	88
2013 Q3	$6K	Hold	100	–	–	﹤0.01%	90
2013 Q2	$5K	Buy	+100	New	+$5.62K	﹤0.01%	92

Other funds holding EMR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthcare Capital Management's EMR Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Emerson Electric (EMR) in Q2 2021, closing a stake of 806 shares — an estimated $73K sold.

Wealthcare Capital Management first reported a position in EMR in Q2 2013 and held it in 18 quarters. The position peaked at $254K in Q1 2015. 1,697 funds tracked by Wall St. Rank hold EMR as of Q2 2021.

Wealthcare Capital Management reported no remaining Emerson Electric position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 806 Emerson Electric shares in Q2 2021, an estimated $73K.
Wealthcare Capital Management first reported a position in Emerson Electric in Q2 2013 and held it in 18 quarters.
Wealthcare Capital Management's Emerson Electric position peaked at $254K in Q1 2015.
1,697 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.