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Disclosery

EMERSON INVESTMENT MANAGEMENT, LLC: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EMERSON INVESTMENT MANAGEMENT, LLC on XLE, newest first. How the timeline and the estimate are built.

EMERSON INVESTMENT MANAGEMENT, LLC held 0 XLE shares at 2016-03-31 per its 13F-HR filed 2016-05-09.

the latest 13F is the newest step

  1. period ended2016-03-31
    13F 0 shares
    Change vs previous 13F -56,095 shares

    13F-HR 0001172661-16-003190 filed by EMERSON INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2015-12-31
    13F 56,095 shares
    Change vs previous 13F +56,095 shares

    0.66% of the 13F portfolio, value $3,384,000.

    13F-HR 0001172661-16-002449 filed by EMERSON INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2015-09-30
    13F 0 shares
    Change vs previous 13F -9,696 shares

    13F-HR 0001172661-15-001890 filed by EMERSON INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2015-06-30
    13F 9,696 shares
    Change vs previous 13F -450 shares

    0.14% of the 13F portfolio, value $729,000.

    13F-HR 0001172661-15-001467 filed by EMERSON INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2015-03-31
    13F 10,146 shares
    Change vs previous 13F -10,334 shares

    0.14% of the 13F portfolio, value $787,000.

    13F-HR 0001172661-15-001066 filed by EMERSON INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2014-12-31
    13F 20,480 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,621,000.

    13F-HR 0001172661-15-000340 filed by EMERSON INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).