YorkBridge Wealth Partners’s Emerson Electric EMR Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-446	Closed	-$30K	–	313
2019 Q2	$30K	Hold	446	–	–	0.01%	418
2019 Q1	$31K	Buy	446 +5	+1%	+$329	0.01%	408
2018 Q4	$26K	Hold	441	–	–	0.01%	403
2018 Q3	$34K	Hold	441	–	–	0.02%	400
2018 Q2	$30K	Sell	441 -2,000	-82%	-$141K	0.01%	428
2018 Q1	$166K	Hold	2,441	–	–	0.08%	202
2017 Q4	$167K	Sell	2,441 -236	-9%	-$15.3K	0.08%	195
2017 Q3	$168K	Buy	2,677 +2,000	+295%	+$121K	0.09%	194
2017 Q2	$41K	Hold	677	–	–	0.02%	393
2017 Q1	$40K	Buy	677 +300	+80%	+$17.9K	0.02%	395
2016 Q4	$21K	Buy	+377	New	+$20.3K	0.01%	465

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

YorkBridge Wealth Partners's EMR Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Emerson Electric (EMR) in Q3 2019, closing a stake of 446 shares — an estimated $30K sold.

YorkBridge Wealth Partners first reported a position in EMR in Q4 2016 and held it in 11 quarters. The position peaked at $168K in Q3 2017. 1,384 funds tracked by Wall St. Rank hold EMR as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Emerson Electric position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 446 Emerson Electric shares in Q3 2019, an estimated $30K.
YorkBridge Wealth Partners first reported a position in Emerson Electric in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Emerson Electric position peaked at $168K in Q3 2017.
1,384 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.