LWM
EMC

Lenox Wealth Management’s EMC CORPORATION EMC Stock Holding History

Lenox 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
-2,354
Closed -$66.5K – 241
2016
Q2 		$64K Sell
2,354
-127
-5% -$3.43K 0.05% 89
2016
Q1 		$66K Sell
2,481
-445
-15% -$11.3K 0.05% 90
2015
Q4 		$75K Sell
2,926
-2,110
-42% -$54.8K 0.06% 88
2015
Q3 		$122K Sell
5,036
-5,281
-51% -$133K 0.1% 44
2015
Q2 		$272K Buy
10,317
+280
+3% +$7.47K 0.2% 19
2015
Q1 		$257K Sell
10,037
-834
-8% -$23K 0.18% 19
2014
Q4 		$323K Sell
10,871
-6,810
-39% -$198K 0.21% 19
2014
Q3 		$517K Sell
17,681
-566
-3% -$16.3K 0.35% 10
2014
Q2 		$481K Sell
18,247
-1,220
-6% -$32.2K 0.33% 10
2014
Q1 		$534K Sell
19,467
-1,851
-9% -$48.1K 0.27% 14
2013
Q4 		$536K Buy
+21,318
New +$517K 0.35% 12

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

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

Lenox Wealth Management sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 2,354 shares — an estimated $66.5K sold.

Lenox Wealth Management first reported a position in EMC in Q4 2013 and held it in 11 quarters. The position peaked at $536K in Q4 2013. 9 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • Lenox Wealth Management reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • Lenox Wealth Management sold 2,354 EMC CORPORATION shares in Q3 2016, an estimated $66.5K.
  • Lenox Wealth Management first reported a position in EMC CORPORATION in Q4 2013 and held it in 11 quarters.
  • Lenox Wealth Management's EMC CORPORATION position peaked at $536K in Q4 2013.
  • 9 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on Lenox Wealth Management's 13F filing for Q3 2016, filed 16 Nov 2016.