MGIA
EMC

Moneta Group Investment Advisors’s EMC CORPORATION EMC Stock Holding History

Moneta Group Investment Advisors’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
-50,300
Closed -$1.37M – 164
2016
Q2 		$1.37M Sell
50,300
-1,200
-2% -$32.4K 0.3% 54
2016
Q1 		$1.37M Buy
51,500
+1,200
+2% +$30.4K 0.3% 51
2015
Q4 		$1.29M Sell
50,300
-169,850
-77% -$4.41M 0.32% 42
2015
Q3 		$5.32M Buy
220,150
+35,900
+19% +$907K 1.48% 14
2015
Q2 		$4.86M Buy
184,250
+175,370
+1,975% +$4.68M 1.48% 17
2015
Q1 		$227K Sell
8,880
-4,170
-32% -$115K 0.1% 132
2014
Q4 		$388K Sell
13,050
-1,081
-8% -$31.5K 0.19% 94
2014
Q3 		$413K Sell
14,131
-569
-4% -$16.4K 0.22% 78
2014
Q2 		$387K Sell
14,700
-325
-2% -$8.58K 0.21% 81
2014
Q1 		$412K Sell
15,025
-1,705
-10% -$44.3K 0.24% 65
2013
Q4 		$421K Sell
16,730
-6,650
-28% -$161K 0.25% 70
2013
Q3 		$598K Buy
23,380
+1,050
+5% +$27.3K 0.39% 48
2013
Q2 		$527K Buy
+22,330
New +$527K 0.37% 55

Other funds holding EMC

LIM
Lathrop Investment Management Little Rock, Arkansas $534M AUM 22.94% 1-Year Est. Return
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 $2.58B AUM 30.64% 1-Year Est. Return
CCM
Compton Capital Management Providence, Rhode Island $4.32M AUM 27.38% 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 $2.76B AUM 19.4% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.44B AUM 28.5% 1-Year Est. Return

Moneta Group Investment Advisors's EMC Position: Q3 2016 in Review

Moneta Group Investment Advisors sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 50,300 shares — an estimated $1.37M sold.

Moneta Group Investment Advisors first reported a position in EMC in Q2 2013 and held it in 13 quarters. The position peaked at $5.32M in Q3 2015. 9 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • Moneta Group Investment Advisors reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 50,300 EMC CORPORATION shares in Q3 2016, an estimated $1.37M.
  • Moneta Group Investment Advisors first reported a position in EMC CORPORATION in Q2 2013 and held it in 13 quarters.
  • Moneta Group Investment Advisors's EMC CORPORATION position peaked at $5.32M in Q3 2015.
  • 9 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2016, filed 15 Nov 2016.