Carson Wealth (CWM LLC)
EMC

Carson Wealth (CWM LLC)’s EMC CORPORATION EMC Stock Holding History

Carson Wealth (CWM LLC)’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
-201
Closed -$5K – 1118
2016
Q2 		$5K Buy
201
+12
+6% +$324 ﹤0.01% 644
2016
Q1 		$5K Buy
+189
New +$4.79K ﹤0.01% 608
2015
Q4 		– Sell
-36
Closed -$1K – 781
2015
Q3 		$1K Buy
+36
New +$910 ﹤0.01% 629
2014
Q2 		– Sell
-320,373
Closed -$8.78M – 190
2014
Q1 		$8.78M Buy
320,373
+54,833
+21% +$1.43M 1.24% 23
2013
Q4 		$6.67M Buy
265,540
+9,417
+4% +$228K 1.1% 25
2013
Q3 		$6.55M Buy
+256,123
New +$6.65M 1.72% 17

Other funds holding EMC

LIM
Lathrop Investment Management Little Rock, Arkansas $534M AUM 22.94% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.12B AUM 27.03% 1-Year Est. Return
LS
Livforsakringsbolaget Skandia Stockholm, Sweden $2.58B AUM 30.64% 1-Year Est. Return
CCM
Compton Capital Management Providence, Rhode Island $4.32M AUM 27.38% 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 $91.3M AUM 10.03% 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 $2.76B AUM 19.4% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.44B AUM 28.5% 1-Year Est. Return