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Winfield Associates’s Emerson Electric EMR Stock Holding History

Winfield Associates’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
Q1 		– Sell
-1,348
Closed -$94K – 284
2017
Q4 		$94K Hold
1,348
– – 0.05% 154
2017
Q3 		$85K Hold
1,348
– – 0.04% 156
2017
Q2 		$80K Hold
1,348
– – 0.04% 154
2017
Q1 		$81K Hold
1,348
– – 0.05% 156
2016
Q4 		$75K Hold
1,348
– – 0.05% 157
2016
Q3 		$73K Hold
1,348
– – 0.05% 152
2016
Q2 		$70K Hold
1,348
– – 0.05% 153
2016
Q1 		$73K Buy
1,348
+848
+170% +$40.9K 0.05% 147
2015
Q4 		$24K Buy
+500
New +$23.8K 0.02% 204
2014
Q3 		– Sell
-500
Closed -$33K – 294
2014
Q2 		$33K Hold
500
– – 0.02% 189
2014
Q1 		$33K Hold
500
– – 0.03% 175
2013
Q4 		$35K Buy
+500
New +$33.4K 0.03% 179

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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Winfield Associates's EMR Position: Q1 2018 in Review

Winfield Associates sold out of Emerson Electric (EMR) in Q1 2018, closing a stake of 1,348 shares — an estimated $94K sold.

Winfield Associates first reported a position in EMR in Q4 2013 and held it in 12 quarters. The position peaked at $94K in Q4 2017. 1,425 funds tracked by Wall St. Rank hold EMR as of Q1 2018.

  • Winfield Associates reported no remaining Emerson Electric position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 1,348 Emerson Electric shares in Q1 2018, an estimated $94K.
  • Winfield Associates first reported a position in Emerson Electric in Q4 2013 and held it in 12 quarters.
  • Winfield Associates's Emerson Electric position peaked at $94K in Q4 2017.
  • 1,425 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.