BFG
EMC

Beacon Financial Group’s EMC CORPORATION EMC Stock Holding History

Beacon Financial Group’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
-10,803
Closed -$293K – 194
2016
Q2 		$293K Hold
10,803
– – 0.06% 156
2016
Q1 		$288K Buy
10,803
+1,575
+17% +$39.9K 0.06% 153
2015
Q4 		$237K Hold
9,228
– – 0.05% 159
2015
Q3 		$213K Sell
9,228
-134
-1% -$3.39K 0.05% 157
2015
Q2 		$243K Buy
+9,362
New +$250K 0.05% 158
2014
Q1 		– Sell
-71,505
Closed -$1.79M – 198
2013
Q4 		$1.79M Buy
71,505
+2,543
+4% +$61.6K 0.34% 74
2013
Q3 		$1.8M Buy
+68,962
New +$1.79M 0.39% 67

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

Beacon Financial Group's EMC Position: Q3 2016 in Review

Beacon Financial Group sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 10,803 shares — an estimated $293K sold.

Beacon Financial Group first reported a position in EMC in Q3 2013 and held it in 7 quarters. The position peaked at $1.8M in Q3 2013. 7 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • Beacon Financial Group reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • Beacon Financial Group sold 10,803 EMC CORPORATION shares in Q3 2016, an estimated $293K.
  • Beacon Financial Group first reported a position in EMC CORPORATION in Q3 2013 and held it in 7 quarters.
  • Beacon Financial Group's EMC CORPORATION position peaked at $1.8M in Q3 2013.
  • 7 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on Beacon Financial Group's 13F filing for Q3 2016, filed 3 Oct 2016.