CSIC
EMC

Clifford Swan Investment Counsel’s EMC CORPORATION EMC Stock Holding History

Clifford Swan Investment Counsel’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
-119,829
Closed -$3.26M – 289
2016
Q2 		$3.26M Sell
119,829
-40
-0% -$1.08K 0.23% 95
2016
Q1 		$3.19M Sell
119,869
-22,105
-16% -$560K 0.22% 98
2015
Q4 		$3.65M Sell
141,974
-31,345
-18% -$814K 0.25% 89
2015
Q3 		$4.19M Buy
173,319
+5,950
+4% +$150K 0.3% 80
2015
Q2 		$4.42M Buy
167,369
+30,760
+23% +$820K 0.3% 79
2015
Q1 		$3.49M Sell
136,609
-749
-0.5% -$20.6K 0.23% 94
2014
Q4 		$4.08M Sell
137,358
-4,570
-3% -$133K 0.27% 80
2014
Q3 		$4.15M Sell
141,928
-3,579
-2% -$103K 0.28% 78
2014
Q2 		$3.83M Sell
145,507
-3,295
-2% -$87K 0.26% 84
2014
Q1 		$4.08M Buy
148,802
+3,135
+2% +$81.5K 0.29% 79
2013
Q4 		$3.66M Sell
145,667
-2,494
-2% -$60.4K 0.26% 84
2013
Q3 		$3.79M Sell
148,161
-2,630
-2% -$68.3K 0.3% 81
2013
Q2 		$3.56M Buy
+150,791
New +$3.56M 0.3% 80

Other funds holding EMC

LIM
Lathrop Investment Management Little Rock, Arkansas $565M AUM 22.27% 1-Year Est. Return
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 $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 $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

Clifford Swan Investment Counsel's EMC Position: Q3 2016 in Review

Clifford Swan Investment Counsel sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 119,829 shares — an estimated $3.26M sold.

Clifford Swan Investment Counsel first reported a position in EMC in Q2 2013 and held it in 13 quarters. The position peaked at $4.42M in Q2 2015. 9 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • Clifford Swan Investment Counsel reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • Clifford Swan Investment Counsel sold 119,829 EMC CORPORATION shares in Q3 2016, an estimated $3.26M.
  • Clifford Swan Investment Counsel first reported a position in EMC CORPORATION in Q2 2013 and held it in 13 quarters.
  • Clifford Swan Investment Counsel's EMC CORPORATION position peaked at $4.42M in Q2 2015.
  • 9 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on Clifford Swan Investment Counsel's 13F filing for Q3 2016, filed 10 Nov 2016.