CAI
EMC

Capital Advisors Inc’s EMC CORPORATION EMC Stock Holding History

Capital Advisors Inc’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
2013
Q4 		– Sell
-308,096
Closed -$7.87M – 123
2013
Q3 		$7.87M Buy
308,096
+3,072
+1% +$79.8K 1.89% 12
2013
Q2 		$7.2M Buy
+305,024
New +$7.19M 1.94% 14

Other funds holding EMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Advisors Inc's EMC Position: Q4 2013 in Review

Capital Advisors Inc sold out of EMC CORPORATION (EMC) in Q4 2013, closing a stake of 308,096 shares — an estimated $7.87M sold.

Capital Advisors Inc first reported a position in EMC in Q2 2013 and held it in 2 quarters. The position peaked at $7.87M in Q3 2013. 1,204 funds tracked by Wall St. Rank hold EMC as of Q4 2013.

  • Capital Advisors Inc reported no remaining EMC CORPORATION position as of Q4 2013 after selling out during the quarter.
  • Capital Advisors Inc sold 308,096 EMC CORPORATION shares in Q4 2013, an estimated $7.87M.
  • Capital Advisors Inc first reported a position in EMC CORPORATION in Q2 2013 and held it in 2 quarters.
  • Capital Advisors Inc's EMC CORPORATION position peaked at $7.87M in Q3 2013.
  • 1,204 funds tracked by Wall St. Rank held EMC CORPORATION as of Q4 2013.

Based on Capital Advisors Inc's 13F filing for Q4 2013, filed 7 Feb 2014.