OIA
EMC

Optimum Investment Advisors’s EMC CORPORATION EMC Stock Holding History

Optimum 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
-17,055
Closed -$463K – 296
2016
Q2 		$463K Sell
17,055
-1,880
-10% -$50.8K 0.18% 160
2016
Q1 		$505K Sell
18,935
-3,575
-16% -$90.6K 0.2% 144
2015
Q4 		$578K Sell
22,510
-2,025
-8% -$52.6K 0.22% 132
2015
Q3 		$593K Buy
+24,535
New +$620K 0.24% 126
2015
Q1 		$937K Sell
36,683
-1,700
-4% -$46.8K 0.3% 94
2014
Q4 		$1.14M Buy
38,383
+1,100
+3% +$32K 0.37% 71
2014
Q3 		$1.09M Buy
37,283
+5,500
+17% +$159K 0.36% 71
2014
Q2 		$837K Buy
31,783
+925
+3% +$24.4K 0.27% 102
2014
Q1 		$846K Sell
30,858
-2,900
-9% -$75.4K 0.32% 90
2013
Q4 		$849K Sell
33,758
-15,425
-31% -$374K 0.32% 88
2013
Q3 		$1.26M Buy
+49,183
New +$1.28M 0.52% 53

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 $91.3M AUM 10.03% 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

Optimum Investment Advisors's EMC Position: Q3 2016 in Review

Optimum Investment Advisors sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 17,055 shares — an estimated $463K sold.

Optimum Investment Advisors first reported a position in EMC in Q3 2013 and held it in 11 quarters. The position peaked at $1.26M in Q3 2013. 9 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • Optimum Investment Advisors reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • Optimum Investment Advisors sold 17,055 EMC CORPORATION shares in Q3 2016, an estimated $463K.
  • Optimum Investment Advisors first reported a position in EMC CORPORATION in Q3 2013 and held it in 11 quarters.
  • Optimum Investment Advisors's EMC CORPORATION position peaked at $1.26M in Q3 2013.
  • 9 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on Optimum Investment Advisors's 13F filing for Q3 2016, filed 16 Nov 2016.