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WFG Advisors’s Emerson Electric EMR Stock Holding History

WFG 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
2017
Q2 		$417K Buy
6,996
+705
+11% +$41.8K 0.09% 224
2017
Q1 		$377K Sell
6,291
-924
-13% -$55.2K 0.1% 214
2016
Q4 		$402K Buy
7,215
+702
+11% +$37.8K 0.1% 235
2016
Q3 		$355K Buy
6,513
+553
+9% +$29.6K 0.09% 230
2016
Q2 		$311K Buy
5,960
+171
+3% +$9.08K 0.08% 233
2016
Q1 		$315K Sell
5,789
-7,878
-58% -$380K 0.09% 223
2015
Q4 		$654K Buy
13,667
+4,239
+45% +$202K 0.2% 129
2015
Q3 		$416K Buy
9,428
+14
+0.1% +$688 0.13% 174
2015
Q2 		$522K Buy
9,414
+505
+6% +$29.7K 0.14% 155
2015
Q1 		$504K Sell
8,909
-5,581
-39% -$324K 0.14% 171
2014
Q4 		$894K Sell
14,490
-794
-5% -$49.7K 0.18% 127
2014
Q3 		$956K Buy
15,284
+150
+1% +$9.74K 0.18% 133
2014
Q2 		$1M Buy
15,134
+474
+3% +$31.9K 0.19% 125
2014
Q1 		$979K Sell
14,660
-11,191
-43% -$736K 0.2% 118
2013
Q4 		$1.81M Sell
25,851
-1,026
-4% -$68.5K 0.26% 92
2013
Q3 		$1.74M Sell
26,877
-5,336
-17% -$326K 0.27% 84
2013
Q2 		$1.76M Buy
+32,213
New +$1.81M 0.29% 77

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

WFG Advisors's EMR Position: Q2 2017 in Review

WFG Advisors increased its Emerson Electric (EMR) stake by 11% in Q2 2017, buying an estimated $41.8K and bringing the position to 6,996 shares worth $417K. The position accounts for 0.09% of the portfolio, ranked #224.

WFG Advisors first reported a position in EMR in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.81M in Q4 2013. 1,262 funds tracked by Wall St. Rank hold EMR as of Q2 2017.

  • WFG Advisors held 6,996 shares of Emerson Electric worth $417K as of Q2 2017.
  • WFG Advisors bought 705 Emerson Electric shares in Q2 2017, an estimated $41.8K.
  • Emerson Electric made up 0.09% of WFG Advisors's portfolio in Q2 2017, its #224 holding.
  • WFG Advisors first reported a position in Emerson Electric in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Emerson Electric position peaked at $1.81M in Q4 2013.
  • 1,262 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.