Aris Wealth Services’s EMC CORPORATION EMC Stock Holding History

Aris Wealth Services’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
2015 Q3	$11K	Sell	455 -26,231	-98%	-$663K	0.02%	217
2015 Q2	$704K	Buy	26,686 +1,383	+5%	+$36.9K	0.65%	62
2015 Q1	$647K	Buy	25,303 +2,263	+10%	+$62.3K	0.6%	59
2014 Q4	$685K	Buy	23,040 +1,903	+9%	+$55.4K	0.76%	48
2014 Q3	$618K	Buy	21,137 +1,494	+8%	+$43.1K	0.77%	46
2014 Q2	$517K	Buy	19,643 +1,481	+8%	+$39.1K	0.68%	54
2014 Q1	$498K	Sell	18,162 -2,694	-13%	-$70K	0.73%	48
2013 Q4	$525K	Sell	20,856 -950	-4%	-$23K	0.88%	35
2013 Q3	$557K	Buy	+21,806	New	+$566K	1.02%	29

Other funds holding EMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Aris Wealth Services's EMC Position: Q3 2015 in Review

Aris Wealth Services reduced its EMC CORPORATION (EMC) stake by 98% in Q3 2015, selling an estimated $663K and leaving 455 shares worth $11K. The position accounts for 0.02% of the portfolio, ranked #217.

Aris Wealth Services first reported a position in EMC in Q3 2013 and has held it in 9 quarters since. The position peaked at $704K in Q2 2015. 1,161 funds tracked by Wall St. Rank hold EMC as of Q3 2015.

Aris Wealth Services held 455 shares of EMC CORPORATION worth $11K as of Q3 2015.
Aris Wealth Services sold 26,231 EMC CORPORATION shares in Q3 2015, an estimated $663K.
EMC CORPORATION made up 0.02% of Aris Wealth Services's portfolio in Q3 2015, its #217 holding.
Aris Wealth Services first reported a position in EMC CORPORATION in Q3 2013 and has held it in 9 quarters since.
Aris Wealth Services's EMC CORPORATION position peaked at $704K in Q2 2015.
1,161 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.