WealthTrust-Arizona’s Emerson Electric EMR Stock Holding History

WealthTrust-Arizona’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
2016 Q3	–	Sell	-111	Closed	-$6K	–	621
2016 Q2	$6K	Hold	111	–	–	﹤0.01%	432
2016 Q1	$6K	Hold	111	–	–	﹤0.01%	427
2015 Q4	$5K	Buy	+111	New	+$5.28K	﹤0.01%	481
2015 Q3	–	Sell	-805	Closed	-$45K	–	595
2015 Q2	$45K	Sell	805 -337	-30%	-$19.8K	0.03%	174
2015 Q1	$65K	Sell	1,142 -15	-1%	-$872	0.04%	137
2014 Q4	$71K	Buy	1,157 +183	+19%	+$11.5K	0.06%	127
2014 Q3	$61K	Hold	974	–	–	0.07%	135
2014 Q2	$65K	Sell	974 -315	-24%	-$21.2K	0.07%	138
2014 Q1	$86K	Buy	1,289 +612	+90%	+$40.3K	0.1%	112
2013 Q4	$48K	Sell	677 -9	-1%	-$601	0.06%	147
2013 Q3	$44K	Buy	686 +17	+3%	+$1.04K	0.06%	147
2013 Q2	$36K	Buy	+669	New	+$37.6K	0.05%	160

Other funds holding EMR

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

WealthTrust-Arizona's EMR Position: Q3 2016 in Review

WealthTrust-Arizona sold out of Emerson Electric (EMR) in Q3 2016, closing a stake of 111 shares — an estimated $6K sold.

WealthTrust-Arizona first reported a position in EMR in Q2 2013 and held it in 12 quarters. The position peaked at $86K in Q1 2014. 1,206 funds tracked by Wall St. Rank hold EMR as of Q3 2016.

WealthTrust-Arizona reported no remaining Emerson Electric position as of Q3 2016 after selling out during the quarter.
WealthTrust-Arizona sold 111 Emerson Electric shares in Q3 2016, an estimated $6K.
WealthTrust-Arizona first reported a position in Emerson Electric in Q2 2013 and held it in 12 quarters.
WealthTrust-Arizona's Emerson Electric position peaked at $86K in Q1 2014.
1,206 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2016.

Based on WealthTrust-Arizona's 13F filing for Q3 2016, filed 21 Oct 2016.