MFW
EMC

Meristem Family Wealth’s EMC CORPORATION EMC Stock Holding History

Meristem Family Wealth’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
-9,272
Closed -$252K – 118
2016
Q2 		$252K Sell
9,272
-3,026
-25% -$81.8K 0.11% 86
2016
Q1 		$328K Buy
12,298
+155
+1% +$3.93K 0.15% 80
2015
Q4 		$312K Hold
12,143
– – 0.12% 85
2015
Q3 		$293K Sell
12,143
-9,012
-43% -$228K 0.15% 49
2015
Q2 		$558K Hold
21,155
– – 0.24% 54
2015
Q1 		$541K Hold
21,155
– – 0.23% 63
2014
Q4 		$629K Sell
21,155
-175
-0.8% -$5.09K 0.23% 60
2014
Q3 		$624K Hold
21,330
– – 0.27% 54
2014
Q2 		$562K Sell
21,330
-281
-1% -$7.42K 0.24% 61
2014
Q1 		$592K Sell
21,611
-4,641
-18% -$121K 0.26% 59
2013
Q4 		$660K Buy
26,252
+2,073
+9% +$50.2K 0.27% 58
2013
Q3 		$618K Buy
24,179
+397
+2% +$10.3K 0.28% 55
2013
Q2 		$562K Buy
+23,782
New +$561K 0.26% 55

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

Meristem Family Wealth's EMC Position: Q3 2016 in Review

Meristem Family Wealth sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 9,272 shares — an estimated $252K sold.

Meristem Family Wealth first reported a position in EMC in Q2 2013 and held it in 13 quarters. The position peaked at $660K in Q4 2013. 7 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • Meristem Family Wealth reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • Meristem Family Wealth sold 9,272 EMC CORPORATION shares in Q3 2016, an estimated $252K.
  • Meristem Family Wealth first reported a position in EMC CORPORATION in Q2 2013 and held it in 13 quarters.
  • Meristem Family Wealth's EMC CORPORATION position peaked at $660K in Q4 2013.
  • 7 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on Meristem Family Wealth's 13F filing for Q3 2016, filed 28 Oct 2016.