AWM
EMC

AllSquare Wealth Management’s EMC CORPORATION EMC Stock Holding History

AllSquare Wealth Management’s Portfolio EMC Stock Details EMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-472
Closed -$13K – 326
2016
Q2 		$13K Sell
472
-417
-47% -$11.3K 0.01% 200
2016
Q1 		$24K Buy
889
+58
+7% +$1.47K 0.02% 157
2015
Q4 		$21K Sell
831
-320
-28% -$8.31K 0.02% 170
2015
Q3 		$28K Buy
1,151
+164
+17% +$4.14K 0.03% 145
2015
Q2 		$26K Buy
987
+132
+15% +$3.52K 0.02% 157
2015
Q1 		$22K Buy
855
+120
+16% +$3.31K 0.02% 167
2014
Q4 		$22K Buy
+735
New +$21.4K 0.02% 168

Other funds holding EMC

LIM
Lathrop Investment Management Little Rock, Arkansas $534M AUM 22.94% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
LS
Livforsakringsbolaget Skandia Stockholm, Sweden $2.58B AUM 30.64% 1-Year Est. Return
CCM
Compton Capital Management Providence, Rhode Island $4.32M AUM 27.38% 1-Year Est. Return
PFPT
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return
AM
Account Management Boxford, Massachusetts $91.3M AUM 10.03% 1-Year Est. Return
OWD
Osborn Williams & Donohoe Cincinnati, Ohio $762M AUM 2.74% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.44B AUM 28.5% 1-Year Est. Return

AllSquare Wealth Management's EMC Position: Q3 2016 in Review

AllSquare Wealth Management sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 472 shares — an estimated $13K sold.

AllSquare Wealth Management first reported a position in EMC in Q4 2014 and held it in 7 quarters. The position peaked at $28K in Q3 2015. 9 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • AllSquare Wealth Management reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • AllSquare Wealth Management sold 472 EMC CORPORATION shares in Q3 2016, an estimated $13K.
  • AllSquare Wealth Management first reported a position in EMC CORPORATION in Q4 2014 and held it in 7 quarters.
  • AllSquare Wealth Management's EMC CORPORATION position peaked at $28K in Q3 2015.
  • 9 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on AllSquare Wealth Management's 13F filing for Q3 2016, filed 15 Nov 2016.