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WESPAC Advisors SoCal’s Emerson Electric EMR Stock Holding History

WESPAC Advisors SoCal’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
2019
Q2 		– Sell
-227
Closed -$15K – 150
2019
Q1 		$15K Hold
227
– – 0.01% 196
2018
Q4 		$13K Buy
+227
New +$15.3K 0.01% 218
2018
Q1 		– Sell
-100
Closed -$6K – 276
2017
Q4 		$6K Hold
100
– – ﹤0.01% 205
2017
Q3 		$6K Hold
100
– – ﹤0.01% 217
2017
Q2 		$5K Hold
100
– – ﹤0.01% 209
2017
Q1 		$5.99K Buy
+100
New +$5.97K ﹤0.01% 204

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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

WESPAC Advisors SoCal's EMR Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Emerson Electric (EMR) in Q2 2019, closing a stake of 227 shares — an estimated $15K sold.

WESPAC Advisors SoCal first reported a position in EMR in Q1 2017 and held it in 6 quarters. The position peaked at $15K in Q1 2019. 1,402 funds tracked by Wall St. Rank hold EMR as of Q2 2019.

  • WESPAC Advisors SoCal reported no remaining Emerson Electric position as of Q2 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 227 Emerson Electric shares in Q2 2019, an estimated $15K.
  • WESPAC Advisors SoCal first reported a position in Emerson Electric in Q1 2017 and held it in 6 quarters.
  • WESPAC Advisors SoCal's Emerson Electric position peaked at $15K in Q1 2019.
  • 1,402 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.