LWA
EMC

Lenox Wealth Advisors’s EMC CORPORATION EMC Stock Holding History

Lenox 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
Q1 		– Sell
-100
Closed -$3K – 457
2015
Q4 		$3K Sell
100
-602
-86% -$15.6K ﹤0.01% 298
2015
Q3 		$17K Buy
702
+100
+17% +$2.53K 0.01% 150
2015
Q2 		$16K Sell
602
-100
-14% -$2.67K 0.01% 113
2015
Q1 		$18K Hold
702
– – 0.01% 134
2014
Q4 		$21K Sell
702
-297
-30% -$8.64K 0.01% 133
2014
Q3 		$29K Hold
999
– – 0.01% 113
2014
Q2 		$26K Buy
999
+602
+152% +$15.9K 0.01% 96
2014
Q1 		$11K Sell
397
-250
-39% -$6.5K 0.01% 125
2013
Q4 		$16K Buy
647
+250
+63% +$6.06K 0.01% 132
2013
Q3 		$10K Sell
397
-1,190
-75% -$30.9K 0.01% 106
2013
Q2 		$37K Buy
+1,587
New +$37.4K 0.04% 41

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
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Lenox Wealth Advisors's EMC Position: Q1 2016 in Review

Lenox Wealth Advisors sold out of EMC CORPORATION (EMC) in Q1 2016, closing a stake of 100 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in EMC in Q2 2013 and held it in 11 quarters. The position peaked at $37K in Q2 2013. 1,131 funds tracked by Wall St. Rank hold EMC as of Q1 2016.

  • Lenox Wealth Advisors reported no remaining EMC CORPORATION position as of Q1 2016 after selling out during the quarter.
  • Lenox Wealth Advisors sold 100 EMC CORPORATION shares in Q1 2016, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in EMC CORPORATION in Q2 2013 and held it in 11 quarters.
  • Lenox Wealth Advisors's EMC CORPORATION position peaked at $37K in Q2 2013.
  • 1,131 funds tracked by Wall St. Rank held EMC CORPORATION as of Q1 2016.

Based on Lenox Wealth Advisors's 13F filing for Q1 2016, filed 11 Apr 2016.