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Welch Investments’s Emerson Electric EMR Stock Holding History

Welch Investments’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
2017
Q4 		$5.49M Buy
78,706
+1,192
+2% +$77.2K 3.48% 3
2017
Q3 		$4.87M Buy
77,514
+3,310
+4% +$200K 3.36% 7
2017
Q2 		$4.42M Buy
74,204
+3,332
+5% +$198K 3.29% 12
2017
Q1 		$4.24M Buy
70,872
+3,090
+5% +$184K 3.36% 6
2016
Q4 		$3.78M Buy
+67,782
New +$3.65M 3.3% 10

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Welch Investments's EMR Position: Q4 2017 in Review

Welch Investments increased its Emerson Electric (EMR) stake by 1.5% in Q4 2017, buying an estimated $77.2K and bringing the position to 78,706 shares worth $5.49M. The position accounts for 3.48% of the portfolio, ranked #3.

Welch Investments first reported a position in EMR in Q4 2016 and has held it in 5 quarters since. 1,373 funds tracked by Wall St. Rank hold EMR as of Q4 2017.

  • Welch Investments held 78,706 shares of Emerson Electric worth $5.49M as of Q4 2017.
  • Welch Investments bought 1,192 Emerson Electric shares in Q4 2017, an estimated $77.2K.
  • Emerson Electric made up 3.48% of Welch Investments's portfolio in Q4 2017, its #3 holding.
  • Welch Investments first reported a position in Emerson Electric in Q4 2016 and has held it in 5 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.