BHIA
EMC

Birch Hill Investment Advisors’s EMC CORPORATION EMC Stock Holding History

Birch Hill Investment 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
-396,823
Closed -$10.8M – 133
2016
Q2 		$10.8M Sell
396,823
-116,580
-23% -$3.15M 1.06% 34
2016
Q1 		$13.7M Sell
513,403
-7,380
-1% -$187K 1.44% 27
2015
Q4 		$13.4M Sell
520,783
-34,025
-6% -$883K 1.4% 26
2015
Q3 		$13.4M Buy
554,808
+40,035
+8% +$1.01M 1.46% 24
2015
Q2 		$13.6M Sell
514,773
-2,570
-0.5% -$68.5K 1.39% 27
2015
Q1 		$13.2M Buy
517,343
+3,559
+0.7% +$98K 1.35% 30
2014
Q4 		$15.3M Sell
513,784
-405
-0.1% -$11.8K 1.54% 26
2014
Q3 		$15M Buy
514,189
+600
+0.1% +$17.3K 1.57% 27
2014
Q2 		$13.5M Buy
513,589
+12,598
+3% +$333K 1.42% 29
2014
Q1 		$13.7M Buy
500,991
+210,200
+72% +$5.46M 1.48% 29
2013
Q4 		$7.31M Buy
290,791
+130,065
+81% +$3.15M 0.78% 35
2013
Q3 		$4.11M Sell
160,726
-980
-0.6% -$25.5K 0.49% 48
2013
Q2 		$3.82M Buy
+161,706
New +$3.81M 0.48% 50

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 $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 $2.76B AUM 19.4% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.44B AUM 28.5% 1-Year Est. Return

Birch Hill Investment Advisors's EMC Position: Q3 2016 in Review

Birch Hill Investment Advisors sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 396,823 shares — an estimated $10.8M sold.

Birch Hill Investment Advisors first reported a position in EMC in Q2 2013 and held it in 13 quarters. The position peaked at $15.3M in Q4 2014. 9 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • Birch Hill Investment Advisors reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • Birch Hill Investment Advisors sold 396,823 EMC CORPORATION shares in Q3 2016, an estimated $10.8M.
  • Birch Hill Investment Advisors first reported a position in EMC CORPORATION in Q2 2013 and held it in 13 quarters.
  • Birch Hill Investment Advisors's EMC CORPORATION position peaked at $15.3M in Q4 2014.
  • 9 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on Birch Hill Investment Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.