BWP
EMC

Baldwin Wealth Partners’s EMC CORPORATION EMC Stock Holding History

Baldwin Wealth 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
-400
Closed -$11K – 584
2016
Q2 		$11K Sell
400
-200
-33% -$5.4K ﹤0.01% 392
2016
Q1 		$16K Buy
+600
New +$15.2K ﹤0.01% 379
2015
Q1 		– Sell
-26,120
Closed -$777K – 264
2014
Q4 		$777K Buy
26,120
+893
+4% +$26K 0.11% 147
2014
Q3 		$738K Buy
+25,227
New +$728K 0.1% 156

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

Baldwin Wealth Partners's EMC Position: Q3 2016 in Review

Baldwin Wealth Partners sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 400 shares — an estimated $11K sold.

Baldwin Wealth Partners first reported a position in EMC in Q3 2014 and held it in 4 quarters. The position peaked at $777K in Q4 2014. 7 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • Baldwin Wealth Partners reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • Baldwin Wealth Partners sold 400 EMC CORPORATION shares in Q3 2016, an estimated $11K.
  • Baldwin Wealth Partners first reported a position in EMC CORPORATION in Q3 2014 and held it in 4 quarters.
  • Baldwin Wealth Partners's EMC CORPORATION position peaked at $777K in Q4 2014.
  • 7 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on Baldwin Wealth Partners's 13F filing for Q3 2016, filed 8 Nov 2016.