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Willow Street Advisors’s Emerson Electric EMR Stock Holding History

Willow Street 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
2013
Q4 		$2.43M Buy
34,665
+275
+0.8% +$18.4K 1.36% 24
2013
Q3 		$2.23M Buy
34,390
+5,290
+18% +$324K 1.38% 22
2013
Q2 		$2.02M Buy
+29,100
New +$1.64M 1.3% 24

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Willow Street Advisors's EMR Position: Q4 2013 in Review

Willow Street Advisors increased its Emerson Electric (EMR) stake by 0.8% in Q4 2013, buying an estimated $18.4K and bringing the position to 34,665 shares worth $2.43M. The position accounts for 1.36% of the portfolio, ranked #24.

Willow Street Advisors first reported a position in EMR in Q2 2013 and has held it in 3 quarters since. 1,221 funds tracked by Wall St. Rank hold EMR as of Q4 2013.

  • Willow Street Advisors held 34,665 shares of Emerson Electric worth $2.43M as of Q4 2013.
  • Willow Street Advisors bought 275 Emerson Electric shares in Q4 2013, an estimated $18.4K.
  • Emerson Electric made up 1.36% of Willow Street Advisors's portfolio in Q4 2013, its #24 holding.
  • Willow Street Advisors first reported a position in Emerson Electric in Q2 2013 and has held it in 3 quarters since.
  • 1,221 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2013.

Based on Willow Street Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.