CAL
EMC

Capital Advisors Ltd’s EMC CORPORATION EMC Stock Holding History

Capital Advisors Ltd’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
2014
Q4 		– Sell
-490
Closed -$14K – 325
2014
Q3 		$14K Hold
490
– – 0.01% 251
2014
Q2 		$13K Hold
490
– – 0.01% 259
2014
Q1 		$13K Hold
490
– – 0.01% 258
2013
Q4 		$12K Buy
+490
New +$11.9K 0.01% 225

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Advisors Ltd's EMC Position: Q4 2014 in Review

Capital Advisors Ltd sold out of EMC CORPORATION (EMC) in Q4 2014, closing a stake of 490 shares — an estimated $14K sold.

Capital Advisors Ltd first reported a position in EMC in Q4 2013 and held it in 4 quarters. The position peaked at $14K in Q3 2014. 1,290 funds tracked by Wall St. Rank hold EMC as of Q4 2014.

  • Capital Advisors Ltd reported no remaining EMC CORPORATION position as of Q4 2014 after selling out during the quarter.
  • Capital Advisors Ltd sold 490 EMC CORPORATION shares in Q4 2014, an estimated $14K.
  • Capital Advisors Ltd first reported a position in EMC CORPORATION in Q4 2013 and held it in 4 quarters.
  • Capital Advisors Ltd's EMC CORPORATION position peaked at $14K in Q3 2014.
  • 1,290 funds tracked by Wall St. Rank held EMC CORPORATION as of Q4 2014.

Based on Capital Advisors Ltd's 13F filing for Q4 2014, filed 29 Jan 2015.