ECM
EMC

Evergreen Capital Management’s EMC CORPORATION EMC Stock Holding History

Evergreen Capital 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
-286,690
Closed -$7.79M – 112
2016
Q2 		$7.79M Sell
286,690
-5,535
-2% -$150K 1.69% 14
2016
Q1 		$7.79M Sell
292,225
-1,875
-0.6% -$47.5K 1.79% 13
2015
Q4 		$7.55M Sell
294,100
-7,622
-3% -$198K 1.81% 14
2015
Q3 		$7.29M Buy
301,722
+11,360
+4% +$287K 1.89% 14
2015
Q2 		$7.66M Sell
290,362
-5,640
-2% -$150K 1.88% 17
2015
Q1 		$7.57M Sell
296,002
-1,600
-0.5% -$44.1K 1.67% 20
2014
Q4 		$8.71M Sell
297,602
-130
-0% -$3.78K 1.71% 16
2014
Q3 		$8.71M Buy
297,732
+50,145
+20% +$1.45M 1.7% 16
2014
Q2 		$6.52M Buy
247,587
+205
+0.1% +$5.41K 1.28% 25
2014
Q1 		$6.78M Sell
247,382
-2,980
-1% -$77.5K 1.36% 22
2013
Q4 		$6.3M Buy
250,362
+1,045
+0.4% +$25.3K 1.14% 30
2013
Q3 		$6.37M Sell
249,317
-1,015
-0.4% -$26.4K 1.02% 33
2013
Q2 		$5.91M Buy
+250,332
New +$5.9M 0.9% 39

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

Evergreen Capital Management's EMC Position: Q3 2016 in Review

Evergreen Capital Management sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 286,690 shares — an estimated $7.79M sold.

Evergreen Capital Management first reported a position in EMC in Q2 2013 and held it in 13 quarters. The position peaked at $8.71M in Q3 2014. 9 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • Evergreen Capital Management reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • Evergreen Capital Management sold 286,690 EMC CORPORATION shares in Q3 2016, an estimated $7.79M.
  • Evergreen Capital Management first reported a position in EMC CORPORATION in Q2 2013 and held it in 13 quarters.
  • Evergreen Capital Management's EMC CORPORATION position peaked at $8.71M in Q3 2014.
  • 9 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on Evergreen Capital Management's 13F filing for Q3 2016, filed 20 Oct 2016.