BFA
EMC

Beaumont Financial Advisors’s EMC CORPORATION EMC Stock Holding History

Beaumont 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
2016
Q3 		– Sell
-43,663
Closed -$1.19M – 154
2016
Q2 		$1.19M Buy
43,663
+10,433
+31% +$282K 0.19% 80
2016
Q1 		$849K Buy
33,230
+4,138
+14% +$105K 0.14% 82
2015
Q4 		$747K Sell
29,092
-3,409
-10% -$88.5K 0.12% 72
2015
Q3 		$858K Hold
32,501
– – 0.12% 82
2015
Q2 		$858K Sell
32,501
-1,529
-4% -$40.8K 0.12% 82
2015
Q1 		$870K Buy
34,030
+2,622
+8% +$72.2K 0.03% 99
2014
Q4 		$934K Sell
31,408
-100
-0.3% -$2.91K 0.05% 95
2014
Q3 		$922K Sell
31,508
-130
-0.4% -$3.75K 0.06% 103
2014
Q2 		$833K Hold
31,638
– – 0.06% 107
2014
Q1 		$867K Sell
31,638
-1,600
-5% -$41.6K 0.07% 90
2013
Q4 		$836K Sell
33,238
-4,100
-11% -$99.4K 0.07% 94
2013
Q3 		$954K Buy
37,338
+2,271
+6% +$59K 0.08% 89
2013
Q2 		$828K Buy
+35,067
New +$827K 0.08% 96

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 $1.22B AUM 34.81% 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

Beaumont Financial Advisors's EMC Position: Q3 2016 in Review

Beaumont Financial Advisors sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 43,663 shares — an estimated $1.19M sold.

Beaumont Financial Advisors first reported a position in EMC in Q2 2013 and held it in 13 quarters. The position peaked at $1.19M in Q2 2016. 9 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • Beaumont Financial Advisors reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • Beaumont Financial Advisors sold 43,663 EMC CORPORATION shares in Q3 2016, an estimated $1.19M.
  • Beaumont Financial Advisors first reported a position in EMC CORPORATION in Q2 2013 and held it in 13 quarters.
  • Beaumont Financial Advisors's EMC CORPORATION position peaked at $1.19M in Q2 2016.
  • 9 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on Beaumont Financial Advisors's 13F filing for Q3 2016, filed 15 Nov 2016.