JWM
EMC

Jacobus Wealth Management’s EMC CORPORATION EMC Stock Holding History

Jacobus 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
Q3 		– Sell
-4,947
Closed -$131K – 317
2015
Q2 		$131K Sell
4,947
-1,767
-26% -$47.1K 0.03% 269
2015
Q1 		$172K Hold
6,714
– – 0.04% 229
2014
Q4 		$200K Hold
6,714
– – 0.05% 207
2014
Q3 		$196K Hold
6,714
– – 0.05% 211
2014
Q2 		$177K Hold
6,714
– – 0.05% 227
2014
Q1 		$184K Buy
+6,714
New +$175K 0.04% 223

Other funds holding EMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Jacobus Wealth Management's EMC Position: Q3 2015 in Review

Jacobus Wealth Management sold out of EMC CORPORATION (EMC) in Q3 2015, closing a stake of 4,947 shares — an estimated $131K sold.

Jacobus Wealth Management first reported a position in EMC in Q1 2014 and held it in 6 quarters. The position peaked at $200K in Q4 2014. 1,161 funds tracked by Wall St. Rank hold EMC as of Q3 2015.

  • Jacobus Wealth Management reported no remaining EMC CORPORATION position as of Q3 2015 after selling out during the quarter.
  • Jacobus Wealth Management sold 4,947 EMC CORPORATION shares in Q3 2015, an estimated $131K.
  • Jacobus Wealth Management first reported a position in EMC CORPORATION in Q1 2014 and held it in 6 quarters.
  • Jacobus Wealth Management's EMC CORPORATION position peaked at $200K in Q4 2014.
  • 1,161 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2015.

Based on Jacobus Wealth Management's 13F filing for Q3 2015, filed 9 Nov 2015.