AWM
EMC

Altavista Wealth Management’s EMC CORPORATION EMC Stock Holding History

Altavista 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
-25,454
Closed -$692K – 130
2016
Q2 		$692K Sell
25,454
-12,885
-34% -$348K 0.38% 61
2016
Q1 		$1.02M Sell
38,339
-55,856
-59% -$1.42M 0.58% 43
2015
Q4 		$2.42M Sell
94,195
-7,727
-8% -$201K 1.43% 27
2015
Q3 		$2.46M Sell
101,922
-3,850
-4% -$97.3K 1.62% 24
2015
Q2 		$2.79M Buy
105,772
+1,550
+1% +$41.3K 1.71% 20
2015
Q1 		$2.66M Buy
104,222
+4,236
+4% +$117K 1.64% 22
2014
Q4 		$2.98M Buy
99,986
+3,079
+3% +$89.6K 1.84% 18
2014
Q3 		$2.83M Sell
96,907
-4,229
-4% -$122K 1.83% 20
2014
Q2 		$2.66M Sell
101,136
-4,165
-4% -$110K 1.66% 23
2014
Q1 		$2.89M Sell
105,301
-18
-0% -$468 1.76% 17
2013
Q4 		$2.65M Buy
105,319
+30,856
+41% +$748K 1.62% 19
2013
Q3 		$1.9M Buy
74,463
+7,852
+12% +$204K 1.24% 33
2013
Q2 		$1.57M Buy
+66,611
New +$1.57M 1.06% 33

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 $99M AUM 22.59% 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

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

Altavista Wealth Management sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 25,454 shares — an estimated $692K sold.

Altavista Wealth Management first reported a position in EMC in Q2 2013 and held it in 13 quarters. The position peaked at $2.98M in Q4 2014. 9 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • Altavista Wealth Management reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • Altavista Wealth Management sold 25,454 EMC CORPORATION shares in Q3 2016, an estimated $692K.
  • Altavista Wealth Management first reported a position in EMC CORPORATION in Q2 2013 and held it in 13 quarters.
  • Altavista Wealth Management's EMC CORPORATION position peaked at $2.98M in Q4 2014.
  • 9 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on Altavista Wealth Management's 13F filing for Q3 2016, filed 14 Nov 2016.