CWP
EMC

Capital Wealth Planning’s EMC CORPORATION EMC Stock Holding History

Capital Wealth Planning’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
Q1 		– Sell
-34,763
Closed -$893K – 105
2015
Q4 		$893K Hold
34,763
– – 0.82% 32
2015
Q3 		$842K Hold
34,763
– – 0.67% 35
2015
Q2 		$917K Buy
+34,763
New +$927K 0.55% 47
2013
Q4 		– Sell
-10,529
Closed -$269K – 152
2013
Q3 		$269K Buy
+10,529
New +$273K 0.12% 110

Other funds holding EMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Capital Wealth Planning's EMC Position: Q1 2016 in Review

Capital Wealth Planning sold out of EMC CORPORATION (EMC) in Q1 2016, closing a stake of 34,763 shares — an estimated $893K sold.

Capital Wealth Planning first reported a position in EMC in Q3 2013 and held it in 4 quarters. The position peaked at $917K in Q2 2015. 1,131 funds tracked by Wall St. Rank hold EMC as of Q1 2016.

  • Capital Wealth Planning reported no remaining EMC CORPORATION position as of Q1 2016 after selling out during the quarter.
  • Capital Wealth Planning sold 34,763 EMC CORPORATION shares in Q1 2016, an estimated $893K.
  • Capital Wealth Planning first reported a position in EMC CORPORATION in Q3 2013 and held it in 4 quarters.
  • Capital Wealth Planning's EMC CORPORATION position peaked at $917K in Q2 2015.
  • 1,131 funds tracked by Wall St. Rank held EMC CORPORATION as of Q1 2016.

Based on Capital Wealth Planning's 13F filing for Q1 2016, filed 12 May 2016.