AP
EMC

Appleton Partners’s EMC CORPORATION EMC Stock Holding History

Appleton Partners’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
-10,894
Closed -$296K – 222
2016
Q2 		$296K Sell
10,894
-2,295
-17% -$62K 0.06% 172
2016
Q1 		$351K Sell
13,189
-4,132
-24% -$105K 0.07% 165
2015
Q4 		$445K Buy
17,321
+1,726
+11% +$44.8K 0.09% 151
2015
Q3 		$377K Buy
15,595
+4,473
+40% +$113K 0.09% 152
2015
Q2 		$294K Sell
11,122
-1,042
-9% -$27.8K 0.07% 154
2015
Q1 		$311K Sell
12,164
-1,545
-11% -$42.6K 0.07% 151
2014
Q4 		$408K Hold
13,709
– – 0.09% 132
2014
Q3 		$401K Buy
13,709
+915
+7% +$26.4K 0.09% 127
2014
Q2 		$337K Buy
12,794
+1,303
+11% +$34.4K 0.08% 140
2014
Q1 		$315K Sell
11,491
-521
-4% -$13.5K 0.07% 139
2013
Q4 		$302K Buy
12,012
+388
+3% +$9.4K 0.07% 136
2013
Q3 		$297K Buy
11,624
+1,950
+20% +$50.6K 0.08% 128
2013
Q2 		$229K Buy
+9,674
New +$228K 0.07% 139

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 $1.12B AUM 27.03% 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