JWA
EMC

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 – 529
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

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

JFS Wealth Advisors's EMC Position: Q3 2016 in Review

JFS Wealth Advisors sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 7,500 shares — an estimated $204K sold.

JFS Wealth Advisors first reported a position in EMC in Q3 2013 and held it in 6 quarters. The position peaked at $223K in Q4 2013. 7 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • JFS Wealth Advisors reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • JFS Wealth Advisors sold 7,500 EMC CORPORATION shares in Q3 2016, an estimated $204K.
  • JFS Wealth Advisors first reported a position in EMC CORPORATION in Q3 2013 and held it in 6 quarters.
  • JFS Wealth Advisors's EMC CORPORATION position peaked at $223K in Q4 2013.
  • 7 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on JFS Wealth Advisors's 13F filing for Q3 2016, filed 26 Oct 2016.