CWA
EMC

Constellation Wealth Advisors’s EMC CORPORATION EMC Stock Holding History

Constellation Wealth Advisors’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
2015
Q3 		– Sell
-15,840
Closed -$418K – 167
2015
Q2 		$418K Hold
15,840
– – 0.04% 146
2015
Q1 		$405K Buy
15,840
+256
+2% +$7.05K 0.04% 148
2014
Q4 		$463K Hold
15,584
– – 0.04% 140
2014
Q3 		$456K Sell
15,584
-120
-0.8% -$3.46K 0.04% 143
2014
Q2 		$414K Sell
15,704
-16,500
-51% -$436K 0.05% 133
2014
Q1 		$882K Buy
+32,204
New +$837K 0.09% 129
2013
Q3 		– Sell
-25,503
Closed -$603K – 203
2013
Q2 		$603K Buy
+25,503
New +$601K 0.07% 130

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Constellation Wealth Advisors's EMC Position: Q3 2015 in Review

Constellation Wealth Advisors sold out of EMC CORPORATION (EMC) in Q3 2015, closing a stake of 15,840 shares — an estimated $418K sold.

Constellation Wealth Advisors first reported a position in EMC in Q2 2013 and held it in 7 quarters. The position peaked at $882K in Q1 2014. 1,161 funds tracked by Wall St. Rank hold EMC as of Q3 2015.

  • Constellation Wealth Advisors reported no remaining EMC CORPORATION position as of Q3 2015 after selling out during the quarter.
  • Constellation Wealth Advisors sold 15,840 EMC CORPORATION shares in Q3 2015, an estimated $418K.
  • Constellation Wealth Advisors first reported a position in EMC CORPORATION in Q2 2013 and held it in 7 quarters.
  • Constellation Wealth Advisors's EMC CORPORATION position peaked at $882K in Q1 2014.
  • 1,161 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2015.

Based on Constellation Wealth Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.