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Windsor Financial Group’s Emerson Electric EMR Stock Holding History

Windsor Financial 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
2013
Q3 		– Sell
-45,150
Closed -$2.46M – 72
2013
Q2 		$2.46M Buy
+45,150
New +$2.54M 1.56% 32

Other funds holding EMR

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Windsor Financial Group's EMR Position: Q3 2013 in Review

Windsor Financial Group sold out of Emerson Electric (EMR) in Q3 2013, closing a stake of 45,150 shares — an estimated $2.46M sold.

Windsor Financial Group first reported a position in EMR in Q2 2013 and held it in 1 quarter. The position peaked at $2.46M in Q2 2013. 1,141 funds tracked by Wall St. Rank hold EMR as of Q3 2013.

  • Windsor Financial Group reported no remaining Emerson Electric position as of Q3 2013 after selling out during the quarter.
  • Windsor Financial Group sold 45,150 Emerson Electric shares in Q3 2013, an estimated $2.46M.
  • Windsor Financial Group first reported a position in Emerson Electric in Q2 2013 and held it in 1 quarter.
  • Windsor Financial Group's Emerson Electric position peaked at $2.46M in Q2 2013.
  • 1,141 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2013.

Based on Windsor Financial Group's 13F filing for Q3 2013, filed 23 Oct 2013.