FFWA
EMC

FRG Family Wealth Advisors’s EMC CORPORATION EMC Stock Holding History

FRG Family Wealth Advisors’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
-98,568
Closed -$2.68M – 128
2016
Q2 		$2.68M Hold
98,568
– – 1.21% 25
2016
Q1 		$2.63M Sell
98,568
-2,150
-2% -$54.5K 1.28% 22
2015
Q4 		$2.59M Buy
+100,718
New +$2.61M 1.26% 22

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 $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 $2.76B AUM 19.4% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.44B AUM 28.5% 1-Year Est. Return

FRG Family Wealth Advisors's EMC Position: Q3 2016 in Review

FRG Family Wealth Advisors sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 98,568 shares — an estimated $2.68M sold.

FRG Family Wealth Advisors first reported a position in EMC in Q4 2015 and held it in 3 quarters. The position peaked at $2.68M in Q2 2016. 9 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • FRG Family Wealth Advisors reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 98,568 EMC CORPORATION shares in Q3 2016, an estimated $2.68M.
  • FRG Family Wealth Advisors first reported a position in EMC CORPORATION in Q4 2015 and held it in 3 quarters.
  • FRG Family Wealth Advisors's EMC CORPORATION position peaked at $2.68M in Q2 2016.
  • 9 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on FRG Family Wealth Advisors's 13F filing for Q3 2016, filed 2 Mar 2022.