LWCFA
EMC
Loring Wolcott & Coolidge Fiduciary Advisors’s EMC CORPORATION EMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-2,675
| Closed | -$73K | – | 660 |
|
|
2016
Q2 | $73K | Sell |
2,675
-2,200
| -45% | -$60K | ﹤0.01% | 355 |
|
|
2016
Q1 | $130K | Hold |
4,875
| – | – | ﹤0.01% | 292 |
|
|
2015
Q4 | $125K | Sell |
4,875
-6,891
| -59% | -$177K | ﹤0.01% | 320 |
|
|
2015
Q3 | $311K | Hold |
11,766
| – | – | 0.01% | 237 |
|
|
2015
Q2 | $311K | Hold |
11,766
| – | – | 0.01% | 237 |
|
|
2015
Q1 | $301K | Sell |
11,766
-1,141
| -9% | -$29.2K | 0.01% | 250 |
|
|
2014
Q4 | $384K | Sell |
12,907
-1,325
| -9% | -$39.4K | 0.01% | 221 |
|
|
2014
Q3 | $416K | Sell |
14,232
-750
| -5% | -$21.9K | 0.01% | 204 |
|
|
2014
Q2 | $395K | Sell |
14,982
-540
| -3% | -$14.2K | 0.01% | 210 |
|
|
2014
Q1 | $425K | Buy |
15,522
+8,197
| +112% | +$224K | 0.01% | 201 |
|
|
2013
Q4 | $184K | Sell |
7,325
-1,975
| -21% | -$49.6K | 0.01% | 265 |
|
|
2013
Q3 | $238K | Buy |
9,300
+300
| +3% | +$7.68K | 0.01% | 232 |
|
|
2013
Q2 | $213K | Buy |
+9,000
| New | +$213K | 0.01% | 247 |
|