LWCFA
EMC

Loring Wolcott & Coolidge Fiduciary Advisors’s EMC CORPORATION EMC Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
-2,675
Closed -$73K – 660
2016
Q2 		$73K Sell
2,675
-2,200
-45% -$59.4K ﹤0.01% 355
2016
Q1 		$130K Hold
4,875
– – ﹤0.01% 292
2015
Q4 		$125K Sell
4,875
-6,891
-59% -$179K ﹤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% -$31.4K 0.01% 250
2014
Q4 		$384K Sell
12,907
-1,325
-9% -$38.6K 0.01% 221
2014
Q3 		$416K Sell
14,232
-750
-5% -$21.6K 0.01% 204
2014
Q2 		$395K Sell
14,982
-540
-3% -$14.3K 0.01% 210
2014
Q1 		$425K Buy
15,522
+8,197
+112% +$213K 0.01% 201
2013
Q4 		$184K Sell
7,325
-1,975
-21% -$47.9K 0.01% 265
2013
Q3 		$238K Buy
9,300
+300
+3% +$7.79K 0.01% 232
2013
Q2 		$213K Buy
+9,000
New +$212K 0.01% 247

Other funds holding EMC

LIM
Lathrop Investment Management Little Rock, Arkansas $565M AUM 22.27% 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 $99M AUM 22.59% 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 $3.04B AUM 22.4% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.62B AUM 39.13% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's EMC Position: Q3 2016 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 2,675 shares — an estimated $73K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EMC in Q2 2013 and held it in 13 quarters. The position peaked at $425K in Q1 2014. 9 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 2,675 EMC CORPORATION shares in Q3 2016, an estimated $73K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EMC CORPORATION in Q2 2013 and held it in 13 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's EMC CORPORATION position peaked at $425K in Q1 2014.
  • 9 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2016, filed 1 Nov 2016.