Blue Bell Private Wealth Management’s EMC CORPORATION EMC Stock Holding History

Blue Bell Private Wealth Management’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	-550	Closed	-$15K	–	440
2016 Q2	$15K	Sell	550 -100	-15%	-$2.7K	0.01%	326
2016 Q1	$17K	Buy	650 +100	+18%	+$2.53K	0.01%	315
2015 Q4	$14K	Sell	550 -200	-27%	-$5.19K	0.01%	346
2015 Q3	$18K	Hold	750	–	–	0.01%	321
2015 Q2	$20K	Hold	750	–	–	0.01%	317
2015 Q1	$19K	Hold	750	–	–	0.01%	318
2014 Q4	$22K	Sell	750 -1,198	-61%	-$34.9K	0.01%	318
2014 Q3	$57K	Hold	1,948	–	–	0.03%	219
2014 Q2	$51K	Buy	1,948 +1,100	+130%	+$29K	0.03%	218
2014 Q1	$23K	Sell	848 -100	-11%	-$2.6K	0.02%	283
2013 Q4	$24K	Buy	+948	New	+$23K	0.02%	295

Other funds holding EMC

Lathrop Investment Management Little Rock, Arkansas $534M AUM 22.94% 1-Year Est. Return

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.12B AUM 27.03% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $2.58B AUM 30.64% 1-Year Est. Return

Compton Capital Management Providence, Rhode Island $4.32M AUM 27.38% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return

Account Management Boxford, Massachusetts $91.3M AUM 10.03% 1-Year Est. Return

Osborn Williams & Donohoe Cincinnati, Ohio $762M AUM 2.74% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

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