Winifred I. Li’s Emerson Electric EMR Stock Holding History

Winifred I. Li’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
2014 Q4	$153K	Sell	2,486 -371	-13%	-$23.2K	0.14%	134
2014 Q3	$179K	Sell	2,857 -2,222	-44%	-$144K	0.17%	125
2014 Q2	$337K	Sell	5,079 -345	-6%	-$23.2K	0.29%	96
2014 Q1	$362K	Sell	5,424 -2,130	-28%	-$140K	0.31%	99
2013 Q4	$530K	Buy	7,554 +8	+0.1%	+$534	0.46%	78
2013 Q3	$488K	Sell	7,546 -280	-4%	-$17.1K	0.45%	81
2013 Q2	$427K	Buy	+7,826	New	+$440K	0.4%	87

Other funds holding EMR

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Winifred I. Li's EMR Position: Q4 2014 in Review

Winifred I. Li reduced its Emerson Electric (EMR) stake by 13% in Q4 2014, selling an estimated $23.2K and leaving 2,486 shares worth $153K. The position accounts for 0.14% of the portfolio, ranked #134.

Winifred I. Li first reported a position in EMR in Q2 2013 and has held it in 7 quarters since. The position peaked at $530K in Q4 2013. 1,272 funds tracked by Wall St. Rank hold EMR as of Q4 2014.

Winifred I. Li held 2,486 shares of Emerson Electric worth $153K as of Q4 2014.
Winifred I. Li sold 371 Emerson Electric shares in Q4 2014, an estimated $23.2K.
Emerson Electric made up 0.14% of Winifred I. Li's portfolio in Q4 2014, its #134 holding.
Winifred I. Li first reported a position in Emerson Electric in Q2 2013 and has held it in 7 quarters since.
Winifred I. Li's Emerson Electric position peaked at $530K in Q4 2013.
1,272 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.