Wharton Business Group’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-3,725
| Closed | -$208K | – | 114 |
|
|
2016
Q4 | $208K | Sell |
3,725
-320
| -8% | -$17.9K | 0.02% | 107 |
|
|
2016
Q3 | $220K | Sell |
4,045
-8,275
| -67% | -$450K | 0.03% | 111 |
|
|
2016
Q2 | $643K | Sell |
12,320
-690
| -5% | -$36K | 0.08% | 88 |
|
|
2016
Q1 | $707K | Hold |
13,010
| – | – | 0.08% | 89 |
|
|
2015
Q4 | $622K | Sell |
13,010
-3,185
| -20% | -$152K | 0.06% | 94 |
|
|
2015
Q3 | $715K | Sell |
16,195
-229,036
| -93% | -$10.1M | 0.07% | 93 |
|
|
2015
Q2 | $13.6K | Buy |
245,231
+185,646
| +312% | +$10.3K | 0.9% | 32 |
|
|
2015
Q1 | $3.37M | Buy |
+59,585
| New | +$3.37M | 0.28% | 64 |
|
|
2014
Q1 | – | Sell |
-29,450
| Closed | -$2.07M | – | 152 |
|
|
2013
Q4 | $2.07M | Sell |
29,450
-3,775
| -11% | -$265K | 0.17% | 87 |
|
|
2013
Q3 | $2.15M | Sell |
33,225
-2,130
| -6% | -$138K | 0.18% | 80 |
|
|
2013
Q2 | $1.93M | Buy |
+35,355
| New | +$1.93M | 0.17% | 86 |
|