BWFA
EMC

Baltimore-Washington Financial Advisors’s EMC CORPORATION EMC Stock Holding History

Baltimore-Washington Financial 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
2015
Q2 		– Sell
-68
Closed -$2K – 311
2015
Q1 		$2K Buy
+68
New +$1.87K ﹤0.01% 273
2014
Q1 		– Sell
-100
Closed -$3K – 320
2013
Q4 		$3K Buy
+100
New +$2.42K ﹤0.01% 262

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 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

Baltimore-Washington Financial Advisors's EMC Position: Q2 2015 in Review

Baltimore-Washington Financial Advisors sold out of EMC CORPORATION (EMC) in Q2 2015, closing a stake of 68 shares — an estimated $2K sold.

Baltimore-Washington Financial Advisors first reported a position in EMC in Q4 2013 and held it in 2 quarters. The position peaked at $3K in Q4 2013. 1,200 funds tracked by Wall St. Rank hold EMC as of Q2 2015.

  • Baltimore-Washington Financial Advisors reported no remaining EMC CORPORATION position as of Q2 2015 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 68 EMC CORPORATION shares in Q2 2015, an estimated $2K.
  • Baltimore-Washington Financial Advisors first reported a position in EMC CORPORATION in Q4 2013 and held it in 2 quarters.
  • Baltimore-Washington Financial Advisors's EMC CORPORATION position peaked at $3K in Q4 2013.
  • 1,200 funds tracked by Wall St. Rank held EMC CORPORATION as of Q2 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2015, filed 15 Jul 2015.