LWM
EMC

LBA Wealth Management’s EMC CORPORATION EMC Stock Holding History

LBA 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
2016
Q3 		– Sell
-36,435
Closed -$990K – 487
2016
Q2 		$990K Buy
36,435
+650
+2% +$17.6K 0.56% 34
2016
Q1 		$954K Sell
35,785
-1,750
-5% -$44.3K 0.55% 33
2015
Q4 		$964K Sell
37,535
-550
-1% -$14.3K 0.56% 31
2015
Q3 		$920K Buy
38,085
+30
+0.1% +$758 0.58% 30
2015
Q2 		$1M Buy
38,055
+225
+0.6% +$6K 0.63% 30
2015
Q1 		$967K Buy
37,830
+2,075
+6% +$57.2K 0.61% 33
2014
Q4 		$1.06M Sell
35,755
-225
-0.6% -$6.55K 0.7% 31
2014
Q3 		$1.05M Buy
35,980
+1,100
+3% +$31.7K 0.73% 31
2014
Q2 		$919K Sell
34,880
-700
-2% -$18.5K 0.75% 34
2014
Q1 		$975K Sell
35,580
-175
-0.5% -$4.55K 0.8% 32
2013
Q4 		$899K Buy
+35,755
New +$867K 0.74% 34

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 $1.22B AUM 34.81% 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

LBA Wealth Management's EMC Position: Q3 2016 in Review

LBA Wealth Management sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 36,435 shares — an estimated $990K sold.

LBA Wealth Management first reported a position in EMC in Q4 2013 and held it in 11 quarters. The position peaked at $1.06M in Q4 2014. 9 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • LBA Wealth Management reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • LBA Wealth Management sold 36,435 EMC CORPORATION shares in Q3 2016, an estimated $990K.
  • LBA Wealth Management first reported a position in EMC CORPORATION in Q4 2013 and held it in 11 quarters.
  • LBA Wealth Management's EMC CORPORATION position peaked at $1.06M in Q4 2014.
  • 9 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on LBA Wealth Management's 13F filing for Q3 2016, filed 10 Nov 2016.