Whitney & Co’s Emerson Electric EMR Stock Holding History

Whitney & Co’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
2018 Q4	–	Sell	-1,500	Closed	-$105K	–	208
2018 Q3	$105K	Hold	1,500	–	–	0.03%	135
2018 Q2	$104K	Hold	1,500	–	–	0.03%	127
2018 Q1	$102K	Buy	+1,500	New	+$107K	0.03%	131

Other funds holding EMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Whitney & Co's EMR Position: Q4 2018 in Review

Whitney & Co sold out of Emerson Electric (EMR) in Q4 2018, closing a stake of 1,500 shares — an estimated $105K sold.

Whitney & Co first reported a position in EMR in Q1 2018 and held it in 3 quarters. The position peaked at $105K in Q3 2018. 1,407 funds tracked by Wall St. Rank hold EMR as of Q4 2018.

Whitney & Co reported no remaining Emerson Electric position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 1,500 Emerson Electric shares in Q4 2018, an estimated $105K.
Whitney & Co first reported a position in Emerson Electric in Q1 2018 and held it in 3 quarters.
Whitney & Co's Emerson Electric position peaked at $105K in Q3 2018.
1,407 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.