NFG
EMC

Next Financial Group’s EMC CORPORATION EMC Stock Holding History

Next Financial Group’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
-4,564
Closed -$124K – 2505
2016
Q2 		$124K Buy
4,564
+2,500
+121% +$67.6K 0.04% 403
2016
Q1 		$55K Sell
2,064
-1,490
-42% -$37.8K 0.02% 599
2015
Q4 		$91K Sell
3,554
-1,309
-27% -$34K 0.03% 449
2015
Q3 		$117K Sell
4,863
-42
-0.9% -$1.06K 0.04% 393
2015
Q2 		$129K Sell
4,905
-1,703
-26% -$45.4K 0.04% 401
2015
Q1 		$168K Sell
6,608
-419
-6% -$11.5K 0.05% 344
2014
Q4 		$209K Sell
7,027
-4,407
-39% -$128K 0.07% 298
2014
Q3 		$335K Sell
11,434
-3,322
-23% -$95.8K 0.07% 323
2014
Q2 		$429K Buy
+14,756
New +$390K 0.22% 92

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

Next Financial Group's EMC Position: Q3 2016 in Review

Next Financial Group sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 4,564 shares — an estimated $124K sold.

Next Financial Group first reported a position in EMC in Q2 2014 and held it in 9 quarters. The position peaked at $429K in Q2 2014. 7 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • Next Financial Group reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • Next Financial Group sold 4,564 EMC CORPORATION shares in Q3 2016, an estimated $124K.
  • Next Financial Group first reported a position in EMC CORPORATION in Q2 2014 and held it in 9 quarters.
  • Next Financial Group's EMC CORPORATION position peaked at $429K in Q2 2014.
  • 7 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on Next Financial Group's 13F filing for Q3 2016, filed 1 Nov 2016.