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Wharton Business Group’s Emerson Electric EMR Stock Holding History

Wharton Business Group’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
Q1 		– Sell
-3,725
Closed -$208K – 114
2016
Q4 		$208K Sell
3,725
-320
-8% -$17.2K 0.02% 107
2016
Q3 		$220K Sell
4,045
-8,275
-67% -$443K 0.03% 111
2016
Q2 		$643K Sell
12,320
-690
-5% -$36.6K 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% -$11.3M 0.07% 93
2015
Q2 		$13.6K Buy
245,231
+185,646
+312% +$10.9M 0.9% 32
2015
Q1 		$3.37M Buy
+59,585
New +$3.46M 0.28% 64
2014
Q1 		– Sell
-29,450
Closed -$2.07M – 152
2013
Q4 		$2.07M Sell
29,450
-3,775
-11% -$252K 0.17% 87
2013
Q3 		$2.15M Sell
33,225
-2,130
-6% -$130K 0.18% 80
2013
Q2 		$1.93M Buy
+35,355
New +$1.99M 0.17% 86

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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Wharton Business Group's EMR Position: Q1 2017 in Review

Wharton Business Group sold out of Emerson Electric (EMR) in Q1 2017, closing a stake of 3,725 shares — an estimated $208K sold.

Wharton Business Group first reported a position in EMR in Q2 2013 and held it in 11 quarters. The position peaked at $3.37M in Q1 2015. 1,281 funds tracked by Wall St. Rank hold EMR as of Q1 2017.

  • Wharton Business Group reported no remaining Emerson Electric position as of Q1 2017 after selling out during the quarter.
  • Wharton Business Group sold 3,725 Emerson Electric shares in Q1 2017, an estimated $208K.
  • Wharton Business Group first reported a position in Emerson Electric in Q2 2013 and held it in 11 quarters.
  • Wharton Business Group's Emerson Electric position peaked at $3.37M in Q1 2015.
  • 1,281 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2017.

Based on Wharton Business Group's 13F filing for Q1 2017, filed 8 May 2017.