JFS Wealth Advisors’s EMC CORPORATION EMC Stock Holding History

JFS 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	-7,500	Closed	-$204K	–	531
2016 Q2	$204K	Buy	7,500 +5,453	+266%	+$147K	0.06%	156
2016 Q1	$55K	Sell	2,047 -74	-3%	-$1.88K	0.02%	228
2015 Q4	$54K	Buy	2,121 +1	+0%	+$26	0.02%	243
2015 Q3	$51K	Buy	+2,120	New	+$53.6K	0.02%	212
2014 Q1	–	Sell	-8,870	Closed	-$223K	–	132
2013 Q4	$223K	Buy	8,870 +965	+12%	+$23.4K	0.1%	117
2013 Q3	$202K	Buy	+7,905	New	+$205K	0.09%	117

Other funds holding EMC

Lathrop Investment Management Little Rock, Arkansas $534M AUM 22.94% 1-Year Est. Return

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.12B AUM 27.03% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $2.58B AUM 30.64% 1-Year Est. Return

Compton Capital Management Providence, Rhode Island $4.32M AUM 27.38% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return

Account Management Boxford, Massachusetts $91.3M AUM 10.03% 1-Year Est. Return

Osborn Williams & Donohoe Cincinnati, Ohio $762M AUM 2.74% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

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