MWAC
EMC
Mariner Wealth Advisors (Cincinnati)’s EMC CORPORATION EMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-8,157
| Closed | -$222K | – | 256 |
|
|
2016
Q2 | $222K | Buy |
8,157
+473
| +6% | +$12.9K | 0.02% | 231 |
|
|
2016
Q1 | $205K | Sell |
7,684
-898
| -10% | -$24K | 0.02% | 232 |
|
|
2015
Q4 | $220K | Buy |
+8,582
| New | +$220K | 0.02% | 219 |
|
|
2015
Q1 | $327K | Sell |
12,805
-3,612
| -22% | -$92.2K | 0.05% | 139 |
|
|
2014
Q4 | $488K | Buy |
16,417
+1,471
| +10% | +$43.7K | 0.07% | 108 |
|
|
2014
Q3 | $437K | Sell |
14,946
-3,774
| -20% | -$110K | 0.07% | 112 |
|
|
2014
Q2 | $493K | Sell |
18,720
-15,630
| -46% | -$412K | 0.08% | 100 |
|
|
2014
Q1 | $942K | Sell |
34,350
-5,584
| -14% | -$153K | 0.15% | 66 |
|
|
2013
Q4 | $1M | Sell |
39,934
-733
| -2% | -$18.4K | 0.17% | 67 |
|
|
2013
Q3 | $1.04M | Sell |
40,667
-58,313
| -59% | -$1.49M | 0.19% | 62 |
|
|
2013
Q2 | $2.34M | Buy |
+98,980
| New | +$2.34M | 0.46% | 49 |
|