IWMPD
EMC

Integrated Wealth Management (Palm Desert)’s EMC CORPORATION EMC Stock Holding History

Integrated Wealth Management (Palm Desert)’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
-5,217
Closed -$142K – 1370
2016
Q2 		$142K Buy
5,217
+176
+3% +$4.76K 0.05% 263
2016
Q1 		$134K Buy
5,041
+19
+0.4% +$481 0.06% 247
2015
Q4 		$129K Sell
5,022
-674
-12% -$17.5K 0.06% 250
2015
Q3 		$138K Sell
5,696
-44
-0.8% -$1.11K 0.06% 234
2015
Q2 		$151K Buy
5,740
+81
+1% +$2.16K 0.06% 228
2015
Q1 		$144K Buy
+5,659
New +$156K 0.06% 234

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

Integrated Wealth Management (Palm Desert)'s EMC Position: Q3 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 5,217 shares — an estimated $142K sold.

Integrated Wealth Management (Palm Desert) first reported a position in EMC in Q1 2015 and held it in 6 quarters. The position peaked at $151K in Q2 2015. 7 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 5,217 EMC CORPORATION shares in Q3 2016, an estimated $142K.
  • Integrated Wealth Management (Palm Desert) first reported a position in EMC CORPORATION in Q1 2015 and held it in 6 quarters.
  • Integrated Wealth Management (Palm Desert)'s EMC CORPORATION position peaked at $151K in Q2 2015.
  • 7 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2016, filed 21 Oct 2016.