EWM
EMC

Endurance Wealth Management’s EMC CORPORATION EMC Stock Holding History

Endurance 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
-94,374
Closed -$2.56M – 519
2016
Q2 		$2.56M Sell
94,374
-6,060
-6% -$164K 0.48% 56
2016
Q1 		$2.68K Sell
100,434
-11,964
-11% -$303K 0.38% 54
2015
Q4 		$2.89M Sell
112,398
-13,950
-11% -$362K 0.55% 53
2015
Q3 		$3.58M Sell
126,348
-2,778
-2% -$70.2K 0.63% 53
2015
Q2 		$3.41M Sell
129,126
-18,625
-13% -$497K 0.57% 53
2015
Q1 		$3.78M Buy
147,751
+5,078
+4% +$140K 0.66% 51
2014
Q4 		$4.24M Buy
142,673
+5,675
+4% +$165K 0.76% 40
2014
Q3 		$4.01M Sell
136,998
-700
-0.5% -$20.2K 0.75% 44
2014
Q2 		$3.63M Buy
137,698
+2,449
+2% +$64.7K 0.6% 46
2014
Q1 		$3.71M Buy
135,249
+398
+0.3% +$10.3K 0.72% 45
2013
Q4 		$3.39M Buy
134,851
+3,944
+3% +$95.6K 0.67% 46
2013
Q3 		$3.35M Buy
130,907
+5,525
+4% +$143K 0.71% 43
2013
Q2 		$2.96M Buy
+125,382
New +$2.96M 0.66% 48

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

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

Endurance Wealth Management sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 94,374 shares — an estimated $2.56M sold.

Endurance Wealth Management first reported a position in EMC in Q2 2013 and held it in 13 quarters. The position peaked at $4.24M in Q4 2014. 9 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • Endurance Wealth Management reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • Endurance Wealth Management sold 94,374 EMC CORPORATION shares in Q3 2016, an estimated $2.56M.
  • Endurance Wealth Management first reported a position in EMC CORPORATION in Q2 2013 and held it in 13 quarters.
  • Endurance Wealth Management's EMC CORPORATION position peaked at $4.24M in Q4 2014.
  • 9 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on Endurance Wealth Management's 13F filing for Q3 2016, filed 28 Oct 2016.