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WESPAC Advisors’s Emerson Electric EMR Stock Holding History

WESPAC Advisors’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
2014
Q4 		– Sell
-26,200
Closed -$1.64M – 130
2014
Q3 		$1.64M Buy
26,200
+7,685
+42% +$499K 1.32% 23
2014
Q2 		$1.23M Sell
18,515
-5,060
-21% -$340K 1.4% 25
2014
Q1 		$1.57M Buy
23,575
+557
+2% +$36.7K 1.36% 21
2013
Q4 		$1.61M Buy
23,018
+6,346
+38% +$424K 1.34% 20
2013
Q3 		$1.08M Buy
+16,672
New +$1.02M 1.26% 26

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WESPAC Advisors's EMR Position: Q4 2014 in Review

WESPAC Advisors sold out of Emerson Electric (EMR) in Q4 2014, closing a stake of 26,200 shares — an estimated $1.64M sold.

WESPAC Advisors first reported a position in EMR in Q3 2013 and held it in 5 quarters. The position peaked at $1.64M in Q3 2014. 1,272 funds tracked by Wall St. Rank hold EMR as of Q4 2014.

  • WESPAC Advisors reported no remaining Emerson Electric position as of Q4 2014 after selling out during the quarter.
  • WESPAC Advisors sold 26,200 Emerson Electric shares in Q4 2014, an estimated $1.64M.
  • WESPAC Advisors first reported a position in Emerson Electric in Q3 2013 and held it in 5 quarters.
  • WESPAC Advisors's Emerson Electric position peaked at $1.64M in Q3 2014.
  • 1,272 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2014.

Based on WESPAC Advisors's 13F filing for Q4 2014, filed 10 Feb 2015.