CWM
EMC

Concert Wealth Management’s EMC CORPORATION EMC Stock Holding History

Concert Wealth Management’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
-58,016
Closed -$1.58M – 1057
2016
Q2 		$1.58M Buy
58,016
+9,995
+21% +$270K 0.21% 124
2016
Q1 		$1.28M Buy
48,021
+9,157
+24% +$232K 0.17% 155
2015
Q4 		$1M Buy
38,864
+3,013
+8% +$78.2K 0.13% 188
2015
Q3 		$864K Sell
35,851
-6,497
-15% -$164K 0.12% 224
2015
Q2 		$1.12M Sell
42,348
-1,637
-4% -$43.7K 0.14% 179
2015
Q1 		$682K Buy
43,985
+655
+2% +$18K 0.19% 150
2014
Q4 		$1.29M Buy
43,330
+7,985
+23% +$232K 0.2% 132
2014
Q3 		$1.04M Sell
35,345
-492
-1% -$14.2K 0.14% 122
2014
Q2 		$892K Buy
35,837
+1,164
+3% +$30.7K 0.11% 156
2014
Q1 		$952K Buy
34,673
+3,458
+11% +$89.9K 0.12% 141
2013
Q4 		$791K Sell
31,215
-4,658
-13% -$113K 0.1% 179
2013
Q3 		$917K Sell
35,873
-913
-2% -$23.7K 0.13% 129
2013
Q2 		$869K Buy
+36,786
New +$867K 0.13% 124

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 $1.22B 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 $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

Concert Wealth Management's EMC Position: Q3 2016 in Review

Concert Wealth Management sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 58,016 shares — an estimated $1.58M sold.

Concert Wealth Management first reported a position in EMC in Q2 2013 and held it in 13 quarters. The position peaked at $1.58M in Q2 2016. 9 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • Concert Wealth Management reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • Concert Wealth Management sold 58,016 EMC CORPORATION shares in Q3 2016, an estimated $1.58M.
  • Concert Wealth Management first reported a position in EMC CORPORATION in Q2 2013 and held it in 13 quarters.
  • Concert Wealth Management's EMC CORPORATION position peaked at $1.58M in Q2 2016.
  • 9 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on Concert Wealth Management's 13F filing for Q3 2016, filed 27 Oct 2016.