BPB
EMC

Badgley, Phelps & Bell’s EMC CORPORATION EMC Stock Holding History

Badgley, Phelps & Bell’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
2014
Q1 		– Sell
-230,755
Closed -$5.8M – 174
2013
Q4 		$5.8M Sell
230,755
-31,497
-12% -$763K 0.61% 75
2013
Q3 		$6.7M Sell
262,252
-1,428
-0.5% -$37.1K 0.75% 66
2013
Q2 		$6.23M Buy
+263,680
New +$6.22M 0.73% 63

Other funds holding EMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Badgley, Phelps & Bell's EMC Position: Q1 2014 in Review

Badgley, Phelps & Bell sold out of EMC CORPORATION (EMC) in Q1 2014, closing a stake of 230,755 shares — an estimated $5.8M sold.

Badgley, Phelps & Bell first reported a position in EMC in Q2 2013 and held it in 3 quarters. The position peaked at $6.7M in Q3 2013. 1,202 funds tracked by Wall St. Rank hold EMC as of Q1 2014.

  • Badgley, Phelps & Bell reported no remaining EMC CORPORATION position as of Q1 2014 after selling out during the quarter.
  • Badgley, Phelps & Bell sold 230,755 EMC CORPORATION shares in Q1 2014, an estimated $5.8M.
  • Badgley, Phelps & Bell first reported a position in EMC CORPORATION in Q2 2013 and held it in 3 quarters.
  • Badgley, Phelps & Bell's EMC CORPORATION position peaked at $6.7M in Q3 2013.
  • 1,202 funds tracked by Wall St. Rank held EMC CORPORATION as of Q1 2014.

Based on Badgley, Phelps & Bell's 13F filing for Q1 2014, filed 29 Apr 2014.