JMPWA
EMC

JP Morgan Private Wealth Advisors’s EMC CORPORATION EMC Stock Holding History

JP Morgan Private 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
-190,527
Closed -$5.18M – 1314
2016
Q2 		$5.18M Buy
190,527
+18,102
+10% +$489K 0.05% 260
2016
Q1 		$4.6M Buy
172,425
+7,772
+5% +$197K 0.04% 261
2015
Q4 		$4.23M Sell
164,653
-90,116
-35% -$2.34M 0.04% 250
2015
Q3 		$6.16M Sell
254,769
-41,699
-14% -$1.05M 0.08% 209
2015
Q2 		$7.82M Sell
296,468
-60,200
-17% -$1.61M 0.09% 210
2015
Q1 		$9.12M Sell
356,668
-20,526
-5% -$565K 0.1% 191
2014
Q4 		$11.2M Sell
377,194
-1,283
-0.3% -$37.3K 0.13% 169
2014
Q3 		$11.1M Buy
378,477
+33,967
+10% +$980K 0.14% 162
2014
Q2 		$9.07M Sell
344,510
-171,002
-33% -$4.52M 0.15% 147
2014
Q1 		$14.1M Sell
515,512
-10,913
-2% -$284K 0.26% 108
2013
Q4 		$13.2M Sell
526,425
-229,513
-30% -$5.56M 0.27% 104
2013
Q3 		$19.3M Buy
755,938
+35,874
+5% +$932K 0.44% 74
2013
Q2 		$17M Buy
+720,064
New +$17M 0.42% 80

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 $1.12B AUM 27.03% 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 $91.3M AUM 10.03% 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