BRWA
EMC

B. Riley Wealth Advisors’s EMC CORPORATION EMC Stock Holding History

B. Riley Wealth Advisors’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
-17,705
Closed -$261K – 674
2016
Q2 		$261K Sell
17,705
-1,110
-6% -$30K 0.05% 449
2016
Q1 		$276K Sell
18,815
-2,305
-11% -$58.4K 0.06% 372
2015
Q4 		$544K Buy
21,120
+7,607
+56% +$197K 0.11% 227
2015
Q3 		$328K Buy
13,513
+2,093
+18% +$52.9K 0.08% 327
2015
Q2 		$302K Sell
11,420
-1,604
-12% -$42.8K 0.08% 334
2015
Q1 		$333K Sell
13,024
-12,140
-48% -$334K 0.08% 323
2014
Q4 		$4.11M Buy
25,164
+12,816
+104% +$373K 0.09% 290
2014
Q3 		$361K Sell
12,348
-13,134
-52% -$379K 0.09% 292
2014
Q2 		$332K Buy
25,482
+12,432
+95% +$328K 0.08% 291
2014
Q1 		$358K Buy
13,050
+634
+5% +$16.5K 0.11% 225
2013
Q4 		$312K Sell
12,416
-2,960
-19% -$71.7K 0.1% 234
2013
Q3 		$393K Sell
15,376
-1,244
-7% -$32.3K 0.13% 174
2013
Q2 		$393K Buy
+16,620
New +$392K 0.13% 180

Other funds holding EMC

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 $3.11B AUM 56.77% 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 $3.04B AUM 22.4% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.62B AUM 39.13% 1-Year Est. Return

B. Riley Wealth Advisors's EMC Position: Q3 2016 in Review

B. Riley Wealth Advisors sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 17,705 shares — an estimated $261K sold.

B. Riley Wealth Advisors first reported a position in EMC in Q2 2013 and held it in 13 quarters. The position peaked at $4.11M in Q4 2014. 7 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • B. Riley Wealth Advisors reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 17,705 EMC CORPORATION shares in Q3 2016, an estimated $261K.
  • B. Riley Wealth Advisors first reported a position in EMC CORPORATION in Q2 2013 and held it in 13 quarters.
  • B. Riley Wealth Advisors's EMC CORPORATION position peaked at $4.11M in Q4 2014.
  • 7 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.