MCWS
EMC

McKinley Carter Wealth Services’s EMC CORPORATION EMC Stock Holding History

McKinley Carter Wealth Services’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
2013
Q4 		– Sell
-12,330
Closed -$315K – 128
2013
Q3 		$315K Buy
12,330
+2,215
+22% +$57.5K 0.37% 60
2013
Q2 		$239K Buy
+10,115
New +$239K 0.36% 55

Other funds holding EMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

McKinley Carter Wealth Services's EMC Position: Q4 2013 in Review

McKinley Carter Wealth Services sold out of EMC CORPORATION (EMC) in Q4 2013, closing a stake of 12,330 shares — an estimated $315K sold.

McKinley Carter Wealth Services first reported a position in EMC in Q2 2013 and held it in 2 quarters. The position peaked at $315K in Q3 2013. 1,204 funds tracked by Wall St. Rank hold EMC as of Q4 2013.

  • McKinley Carter Wealth Services reported no remaining EMC CORPORATION position as of Q4 2013 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 12,330 EMC CORPORATION shares in Q4 2013, an estimated $315K.
  • McKinley Carter Wealth Services first reported a position in EMC CORPORATION in Q2 2013 and held it in 2 quarters.
  • McKinley Carter Wealth Services's EMC CORPORATION position peaked at $315K in Q3 2013.
  • 1,204 funds tracked by Wall St. Rank held EMC CORPORATION as of Q4 2013.

Based on McKinley Carter Wealth Services's 13F filing for Q4 2013, filed 29 Jan 2014.