W
EMR icon

Wealthfront’s Emerson Electric EMR Stock Holding History

Wealthfront’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
2018
Q3 		$1.57M Buy
20,556
+1,063
+5% +$78.4K 0.02% 169
2018
Q2 		$1.35M Sell
19,493
-5,456
-22% -$383K 0.01% 185
2018
Q1 		$1.7M Buy
24,949
+4,338
+21% +$309K 0.02% 156
2017
Q4 		$1.44M Buy
20,611
+272
+1% +$17.6K 0.02% 165
2017
Q3 		$1.28M Buy
20,339
+273
+1% +$16.5K 0.02% 152
2017
Q2 		$1.2M Buy
20,066
+1,906
+10% +$113K 0.02% 133
2017
Q1 		$1.09M Buy
18,160
+3,617
+25% +$216K 0.02% 132
2016
Q4 		$811K Buy
14,543
+1,161
+9% +$62.4K 0.02% 134
2016
Q3 		$729K Buy
13,382
+2,238
+20% +$120K 0.02% 144
2016
Q2 		$581K Buy
11,144
+1,078
+11% +$57.3K 0.02% 149
2016
Q1 		$547K Sell
10,066
-829
-8% -$40K 0.02% 142
2015
Q4 		$521K Buy
10,895
+5,154
+90% +$245K 0.02% 138
2015
Q3 		$254K Buy
5,741
+569
+11% +$28K 0.01% 232
2015
Q2 		$287K Buy
5,172
+2,696
+109% +$158K 0.01% 201
2015
Q1 		$140K Buy
2,476
+578
+30% +$33.6K 0.01% 320
2014
Q4 		$117K Buy
1,898
+479
+34% +$30K 0.01% 331
2014
Q3 		$89K Sell
1,419
-238
-14% -$15.5K 0.01% 301
2014
Q2 		$112K Buy
1,657
+858
+107% +$57.7K 0.01% 200
2014
Q1 		$54K Buy
+799
New +$52.6K 0.01% 245

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthfront's EMR Position: Q3 2018 in Review

Wealthfront increased its Emerson Electric (EMR) stake by 5.5% in Q3 2018, buying an estimated $78.4K and bringing the position to 20,556 shares worth $1.57M. The position accounts for 0.02% of the portfolio, ranked #169.

Wealthfront first reported a position in EMR in Q1 2014 and has held it in 19 quarters since. The position peaked at $1.7M in Q1 2018. 1,417 funds tracked by Wall St. Rank hold EMR as of Q3 2018.

  • Wealthfront held 20,556 shares of Emerson Electric worth $1.57M as of Q3 2018.
  • Wealthfront bought 1,063 Emerson Electric shares in Q3 2018, an estimated $78.4K.
  • Emerson Electric made up 0.02% of Wealthfront's portfolio in Q3 2018, its #169 holding.
  • Wealthfront first reported a position in Emerson Electric in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's Emerson Electric position peaked at $1.7M in Q1 2018.
  • 1,417 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.