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Westbourne Investment Advisors’s Emerson Electric EMR Stock Holding History

Westbourne Investment 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
2020
Q1 		– Sell
-3,500
Closed -$267K – 88
2019
Q4 		$267K Hold
3,500
– – 0.18% 85
2019
Q3 		$234K Hold
3,500
– – 0.17% 87
2019
Q2 		$234K Sell
3,500
-100
-3% -$6.7K 0.19% 83
2019
Q1 		$246K Hold
3,600
– – 0.19% 87
2018
Q4 		$215K Hold
3,600
– – 0.19% 88
2018
Q3 		$276K Buy
+3,600
New +$266K 0.2% 82

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Westbourne Investment Advisors's EMR Position: Q1 2020 in Review

Westbourne Investment Advisors sold out of Emerson Electric (EMR) in Q1 2020, closing a stake of 3,500 shares — an estimated $267K sold.

Westbourne Investment Advisors first reported a position in EMR in Q3 2018 and held it in 6 quarters. The position peaked at $276K in Q3 2018. 1,346 funds tracked by Wall St. Rank hold EMR as of Q1 2020.

  • Westbourne Investment Advisors reported no remaining Emerson Electric position as of Q1 2020 after selling out during the quarter.
  • Westbourne Investment Advisors sold 3,500 Emerson Electric shares in Q1 2020, an estimated $267K.
  • Westbourne Investment Advisors first reported a position in Emerson Electric in Q3 2018 and held it in 6 quarters.
  • Westbourne Investment Advisors's Emerson Electric position peaked at $276K in Q3 2018.
  • 1,346 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2020.

Based on Westbourne Investment Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.