EWM
EMC

Edge Wealth Management’s EMC CORPORATION EMC Stock Holding History

Edge 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
-538
Closed -$15K – 532
2016
Q2 		$15K Buy
538
+2
+0.4% +$54 0.01% 282
2016
Q1 		$14K Sell
536
-25,033
-98% -$634K 0.01% 260
2015
Q4 		$661K Sell
25,569
-52,200
-67% -$1.36M 0.25% 63
2015
Q3 		$1.85M Buy
77,769
+33,518
+76% +$847K 0.7% 36
2015
Q2 		$1.17M Sell
44,251
-327,617
-88% -$8.74M 0.4% 42
2015
Q1 		$9.52M Sell
371,868
-11,844
-3% -$326K 3.2% 10
2014
Q4 		$11.5M Buy
383,712
+10,564
+3% +$307K 4.21% 7
2014
Q3 		$10.9M Sell
373,148
-17,581
-4% -$507K 4.21% 7
2014
Q2 		$10.3M Buy
390,729
+44,437
+13% +$1.17M 4.28% 5
2014
Q1 		$9.49M Buy
346,292
+2,556
+0.7% +$66.5K 3.97% 6
2013
Q4 		$8.64M Buy
343,736
+57,465
+20% +$1.39M 3.99% 4
2013
Q3 		$7.32M Buy
286,271
+1,559
+0.5% +$40.5K 4.47% 4
2013
Q2 		$6.75M Buy
+284,712
New +$6.71M 4.51% 5

Other funds holding EMC

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 $3.11B AUM 56.77% 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

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

Edge Wealth Management sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 538 shares — an estimated $15K sold.

Edge Wealth Management first reported a position in EMC in Q2 2013 and held it in 13 quarters. The position peaked at $11.5M in Q4 2014. 7 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • Edge Wealth Management reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • Edge Wealth Management sold 538 EMC CORPORATION shares in Q3 2016, an estimated $15K.
  • Edge Wealth Management first reported a position in EMC CORPORATION in Q2 2013 and held it in 13 quarters.
  • Edge Wealth Management's EMC CORPORATION position peaked at $11.5M in Q4 2014.
  • 7 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

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