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Wealthspire Advisors (Maryland)’s Emerson Electric EMR Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$517K Buy
7,882
+1,946
+33% +$128K 0.02% 267
2020
Q2 		$368K Buy
5,936
+142
+2% +$8.07K 0.03% 306
2020
Q1 		$276K Sell
5,794
-646
-10% -$42.5K 0.02% 318
2019
Q4 		$491K Buy
6,440
+774
+14% +$55.8K 0.03% 282
2019
Q3 		$379K Sell
5,666
-114
-2% -$7.17K 0.03% 304
2019
Q2 		$386K Buy
5,780
+595
+11% +$39.9K 0.03% 300
2019
Q1 		$355K Sell
5,185
-971
-16% -$63.9K 0.03% 316
2018
Q4 		$368K Sell
6,156
-625
-9% -$42.1K 0.03% 280
2018
Q3 		$519K Buy
6,781
+434
+7% +$32K 0.04% 237
2018
Q2 		$439K Buy
6,347
+128
+2% +$9K 0.04% 264
2018
Q1 		$425K Sell
6,219
-360
-5% -$25.6K 0.04% 279
2017
Q4 		$459K Buy
6,579
+58
+0.9% +$3.76K 0.04% 272
2017
Q3 		$410K Buy
6,521
+247
+4% +$14.9K 0.04% 279
2017
Q2 		$374K Buy
6,274
+1,760
+39% +$104K 0.04% 287
2017
Q1 		$270K Sell
4,514
-2,265
-33% -$135K 0.04% 310
2016
Q4 		$378K Sell
6,779
-386
-5% -$20.8K 0.06% 227
2016
Q3 		$391K Buy
7,165
+2,409
+51% +$129K 0.06% 217
2016
Q2 		$248K Buy
4,756
+927
+24% +$49.2K 0.04% 309
2016
Q1 		$208K Buy
3,829
+63
+2% +$3.04K 0.04% 348
2015
Q4 		$180K Buy
+3,766
New +$179K 0.03% 388

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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Wealthspire Advisors (Maryland)'s EMR Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Emerson Electric (EMR) stake by 33% in Q3 2020, buying an estimated $128K and bringing the position to 7,882 shares worth $517K. The position accounts for 0.02% of the portfolio, ranked #267.

Wealthspire Advisors (Maryland) first reported a position in EMR in Q4 2015 and has held it in 20 quarters since. The position peaked at $519K in Q3 2018. 1,456 funds tracked by Wall St. Rank hold EMR as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 7,882 shares of Emerson Electric worth $517K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 1,946 Emerson Electric shares in Q3 2020, an estimated $128K.
  • Emerson Electric made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #267 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Emerson Electric in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Emerson Electric position peaked at $519K in Q3 2018.
  • 1,456 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.