BWA
EMC

Burt Wealth Advisors’s EMC CORPORATION EMC Stock Holding History

Burt Wealth 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
-3,955
Closed -$107K – 430
2016
Q2 		$107K Sell
3,955
-33
-0.8% -$892 0.12% 97
2016
Q1 		$106K Buy
3,988
+33
+0.8% +$836 0.1% 102
2015
Q4 		$101K Hold
3,955
– – 0.08% 105
2015
Q3 		$95K Hold
3,955
– – 0.12% 98
2015
Q2 		$114K Hold
3,955
– – 0.12% 96
2015
Q1 		$101K Hold
3,955
– – 0.1% 92
2014
Q4 		$118K Buy
+3,955
New +$115K 0.13% 86

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

Burt Wealth Advisors's EMC Position: Q3 2016 in Review

Burt Wealth Advisors sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 3,955 shares — an estimated $107K sold.

Burt Wealth Advisors first reported a position in EMC in Q4 2014 and held it in 7 quarters. The position peaked at $118K in Q4 2014. 7 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • Burt Wealth Advisors reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 3,955 EMC CORPORATION shares in Q3 2016, an estimated $107K.
  • Burt Wealth Advisors first reported a position in EMC CORPORATION in Q4 2014 and held it in 7 quarters.
  • Burt Wealth Advisors's EMC CORPORATION position peaked at $118K in Q4 2014.
  • 7 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on Burt Wealth Advisors's 13F filing for Q3 2016, filed 26 Oct 2016.