MWAC
EMC

Mariner Wealth Advisors (Cincinnati)’s EMC CORPORATION EMC Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
-8,157
Closed -$222K – 256
2016
Q2 		$222K Buy
8,157
+473
+6% +$12.8K 0.02% 231
2016
Q1 		$205K Sell
7,684
-898
-10% -$22.8K 0.02% 232
2015
Q4 		$220K Buy
+8,582
New +$223K 0.02% 219
2015
Q1 		$327K Sell
12,805
-3,612
-22% -$99.5K 0.05% 139
2014
Q4 		$488K Buy
16,417
+1,471
+10% +$42.8K 0.07% 108
2014
Q3 		$437K Sell
14,946
-3,774
-20% -$109K 0.07% 112
2014
Q2 		$493K Sell
18,720
-15,630
-46% -$413K 0.08% 100
2014
Q1 		$942K Sell
34,350
-5,584
-14% -$145K 0.15% 66
2013
Q4 		$1M Sell
39,934
-733
-2% -$17.8K 0.17% 67
2013
Q3 		$1.04M Sell
40,667
-58,313
-59% -$1.51M 0.19% 62
2013
Q2 		$2.34M Buy
+98,980
New +$2.33M 0.46% 49

Other funds holding EMC

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 $3.11B AUM 56.77% 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

Mariner Wealth Advisors (Cincinnati)'s EMC Position: Q3 2016 in Review

Mariner Wealth Advisors (Cincinnati) sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 8,157 shares — an estimated $222K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in EMC in Q2 2013 and held it in 11 quarters. The position peaked at $2.34M in Q2 2013. 7 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 8,157 EMC CORPORATION shares in Q3 2016, an estimated $222K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in EMC CORPORATION in Q2 2013 and held it in 11 quarters.
  • Mariner Wealth Advisors (Cincinnati)'s EMC CORPORATION position peaked at $2.34M in Q2 2013.
  • 7 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2016, filed 10 Nov 2016.