EWM
EMC

Evermay Wealth Management’s EMC CORPORATION EMC Stock Holding History

Evermay 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
2015
Q1 		– Sell
-7,755
Closed -$231K – 94
2014
Q4 		$231K Sell
7,755
-416
-5% -$12.1K 0.15% 77
2014
Q3 		$239K Sell
8,171
-854
-9% -$24.6K 0.21% 69
2014
Q2 		$238K Sell
9,025
-400
-4% -$10.6K 0.21% 72
2014
Q1 		$259K Buy
+9,425
New +$245K 0.28% 59

Other funds holding EMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Evermay Wealth Management's EMC Position: Q1 2015 in Review

Evermay Wealth Management sold out of EMC CORPORATION (EMC) in Q1 2015, closing a stake of 7,755 shares — an estimated $231K sold.

Evermay Wealth Management first reported a position in EMC in Q1 2014 and held it in 4 quarters. The position peaked at $259K in Q1 2014. 1,235 funds tracked by Wall St. Rank hold EMC as of Q1 2015.

  • Evermay Wealth Management reported no remaining EMC CORPORATION position as of Q1 2015 after selling out during the quarter.
  • Evermay Wealth Management sold 7,755 EMC CORPORATION shares in Q1 2015, an estimated $231K.
  • Evermay Wealth Management first reported a position in EMC CORPORATION in Q1 2014 and held it in 4 quarters.
  • Evermay Wealth Management's EMC CORPORATION position peaked at $259K in Q1 2014.
  • 1,235 funds tracked by Wall St. Rank held EMC CORPORATION as of Q1 2015.

Based on Evermay Wealth Management's 13F filing for Q1 2015, filed 30 Apr 2015.