BBPWM
EMC

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

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

Blue Bell Private Wealth Management's EMC Position: Q3 2016 in Review

Blue Bell Private Wealth Management sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 550 shares — an estimated $15K sold.

Blue Bell Private Wealth Management first reported a position in EMC in Q4 2013 and held it in 11 quarters. The position peaked at $57K in Q3 2014. 7 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • Blue Bell Private Wealth Management reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 550 EMC CORPORATION shares in Q3 2016, an estimated $15K.
  • Blue Bell Private Wealth Management first reported a position in EMC CORPORATION in Q4 2013 and held it in 11 quarters.
  • Blue Bell Private Wealth Management's EMC CORPORATION position peaked at $57K in Q3 2014.
  • 7 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2016, filed 14 Oct 2016.