EWM
EMC

Evercore Wealth Management’s EMC CORPORATION EMC Stock Holding History

Evercore 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
-161,701
Closed -$4.39M – 1086
2016
Q2 		$4.39M Sell
161,701
-82,592
-34% -$2.23M 0.19% 93
2016
Q1 		$6.51M Sell
244,293
-18,953
-7% -$480K 0.29% 69
2015
Q4 		$6.76M Sell
263,246
-13,028
-5% -$338K 0.31% 69
2015
Q3 		$6.67M Sell
276,274
-7,167
-3% -$181K 0.32% 73
2015
Q2 		$7.48M Buy
283,441
+15,114
+6% +$403K 0.34% 69
2015
Q1 		$6.86M Buy
268,327
+2,793
+1% +$76.9K 0.31% 73
2014
Q4 		$7.9M Sell
265,534
-6,437
-2% -$187K 0.39% 65
2014
Q3 		$7.96M Sell
271,971
-6,725
-2% -$194K 0.4% 70
2014
Q2 		$7.34M Sell
278,696
-16,109
-5% -$425K 0.38% 71
2014
Q1 		$8.08M Sell
294,805
-6,625
-2% -$172K 0.45% 68
2013
Q4 		$7.58M Sell
301,430
-10,498
-3% -$254K 0.42% 72
2013
Q3 		$7.97M Sell
311,928
-6,032
-2% -$157K 0.46% 68
2013
Q2 		$7.51M Buy
+317,960
New +$7.5M 0.42% 73

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

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

Evercore Wealth Management sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 161,701 shares — an estimated $4.39M sold.

Evercore Wealth Management first reported a position in EMC in Q2 2013 and held it in 13 quarters. The position peaked at $8.08M in Q1 2014. 7 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • Evercore Wealth Management reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 161,701 EMC CORPORATION shares in Q3 2016, an estimated $4.39M.
  • Evercore Wealth Management first reported a position in EMC CORPORATION in Q2 2013 and held it in 13 quarters.
  • Evercore Wealth Management's EMC CORPORATION position peaked at $8.08M in Q1 2014.
  • 7 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on Evercore Wealth Management's 13F filing for Q3 2016, filed 10 Nov 2016.