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 – 534
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

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 $1.12B AUM 27.03% 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