EFS
EMC

Essex Financial Services’s EMC CORPORATION EMC Stock Holding History

Essex Financial Services’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
-11,052
Closed -$300K – 323
2016
Q2 		$300K Sell
11,052
-3,150
-22% -$85.1K 0.07% 239
2016
Q1 		$378K Sell
14,202
-1,320
-9% -$33.4K 0.09% 202
2015
Q4 		$399K Sell
15,522
-7,300
-32% -$190K 0.1% 201
2015
Q3 		$551K Sell
22,822
-2,624
-10% -$66.3K 0.14% 160
2015
Q2 		$672K Buy
25,446
+275
+1% +$7.33K 0.17% 137
2015
Q1 		$643K Sell
25,171
-500
-2% -$13.8K 0.17% 144
2014
Q4 		$763K Buy
25,671
+70
+0.3% +$2.04K 0.2% 126
2014
Q3 		$749K Buy
25,601
+1,925
+8% +$55.5K 0.22% 110
2014
Q2 		$624K Sell
23,676
-1,200
-5% -$31.7K 0.19% 130
2014
Q1 		$682K Buy
24,876
+3,975
+19% +$103K 0.22% 108
2013
Q4 		$526K Buy
20,901
+1,493
+8% +$36.2K 0.18% 128
2013
Q3 		$496 Buy
19,408
+800
+4% +$20.8K 0.16% 131
2013
Q2 		$440K Buy
+18,608
New +$439K 0.15% 143

Other funds holding EMC

LIM
Lathrop Investment Management Little Rock, Arkansas $565M AUM 22.27% 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 $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

Essex Financial Services's EMC Position: Q3 2016 in Review

Essex Financial Services sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 11,052 shares — an estimated $300K sold.

Essex Financial Services first reported a position in EMC in Q2 2013 and held it in 13 quarters. The position peaked at $763K in Q4 2014. 9 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • Essex Financial Services reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • Essex Financial Services sold 11,052 EMC CORPORATION shares in Q3 2016, an estimated $300K.
  • Essex Financial Services first reported a position in EMC CORPORATION in Q2 2013 and held it in 13 quarters.
  • Essex Financial Services's EMC CORPORATION position peaked at $763K in Q4 2014.
  • 9 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on Essex Financial Services's 13F filing for Q3 2016, filed 10 Nov 2016.