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 		$4.11K 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

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