MSFP
EMC

Mark Sheptoff Financial Planning’s EMC CORPORATION EMC Stock Holding History

Mark Sheptoff Financial Planning’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
2015
Q4 		– Sell
-700
Closed -$17K – 447
2015
Q3 		$17K Sell
700
-781
-53% -$19.7K 0.01% 223
2015
Q2 		$39K Sell
1,481
-21
-1% -$560 0.03% 182
2015
Q1 		$38K Buy
1,502
+102
+7% +$2.81K 0.03% 184
2014
Q4 		$42K Sell
1,400
-100
-7% -$2.91K 0.04% 179
2014
Q3 		$44K Buy
1,500
+500
+50% +$14.4K 0.04% 177
2014
Q2 		$26K Hold
1,000
– – 0.02% 211
2014
Q1 		$27K Buy
+1,000
New +$26K 0.02% 219

Other funds holding EMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

Mark Sheptoff Financial Planning's EMC Position: Q4 2015 in Review

Mark Sheptoff Financial Planning sold out of EMC CORPORATION (EMC) in Q4 2015, closing a stake of 700 shares — an estimated $17K sold.

Mark Sheptoff Financial Planning first reported a position in EMC in Q1 2014 and held it in 7 quarters. The position peaked at $44K in Q3 2014. 1,173 funds tracked by Wall St. Rank hold EMC as of Q4 2015.

  • Mark Sheptoff Financial Planning reported no remaining EMC CORPORATION position as of Q4 2015 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 700 EMC CORPORATION shares in Q4 2015, an estimated $17K.
  • Mark Sheptoff Financial Planning first reported a position in EMC CORPORATION in Q1 2014 and held it in 7 quarters.
  • Mark Sheptoff Financial Planning's EMC CORPORATION position peaked at $44K in Q3 2014.
  • 1,173 funds tracked by Wall St. Rank held EMC CORPORATION as of Q4 2015.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2015, filed 9 Feb 2016.