Creative Planning
EMC

Creative Planning’s EMC CORPORATION EMC Stock Holding History

Creative 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
Q3 		– Sell
-70,753
Closed -$1.92M – 4897
2016
Q2 		$1.92M Buy
70,753
+2,977
+4% +$80.4K 0.01% 341
2016
Q1 		$1.81M Sell
67,776
-3,766
-5% -$95.4K 0.01% 335
2015
Q4 		$1.84M Buy
71,542
+969
+1% +$25.2K 0.02% 332
2015
Q3 		$1.71M Buy
70,573
+2,670
+4% +$67.5K 0.02% 327
2015
Q2 		$1.79M Sell
67,903
-26,214
-28% -$699K 0.02% 317
2015
Q1 		$2.41M Buy
94,117
+2,339
+3% +$64.4K 0.02% 248
2014
Q4 		$2.73M Buy
91,778
+7,582
+9% +$221K 0.03% 210
2014
Q3 		$2.46M Sell
84,196
-5,529
-6% -$160K 0.03% 209
2014
Q2 		$2.36M Buy
89,725
+8,334
+10% +$220K 0.03% 198
2014
Q1 		$2.23M Sell
81,391
-8,319
-9% -$216K 0.03% 183
2013
Q4 		$2.26M Buy
89,710
+12,147
+16% +$294K 0.04% 168
2013
Q3 		$1.98M Buy
77,563
+5,844
+8% +$152K 0.04% 151
2013
Q2 		$1.69M Buy
+71,719
New +$1.69M 0.04% 154

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

Creative Planning's EMC Position: Q3 2016 in Review

Creative Planning sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 70,753 shares — an estimated $1.92M sold.

Creative Planning first reported a position in EMC in Q2 2013 and held it in 13 quarters. The position peaked at $2.73M in Q4 2014. 9 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • Creative Planning reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • Creative Planning sold 70,753 EMC CORPORATION shares in Q3 2016, an estimated $1.92M.
  • Creative Planning first reported a position in EMC CORPORATION in Q2 2013 and held it in 13 quarters.
  • Creative Planning's EMC CORPORATION position peaked at $2.73M in Q4 2014.
  • 9 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on Creative Planning's 13F filing for Q3 2016, filed 12 Oct 2016.