PWM
EMC

Patriot Wealth Management’s EMC CORPORATION EMC Stock Holding History

Patriot Wealth Management’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
-207,733
Closed -$5.64M – 74
2016
Q2 		$5.64M Buy
207,733
+4,515
+2% +$122K 1.12% 33
2016
Q1 		$5.42M Buy
203,218
+2,921
+1% +$74K 1.09% 37
2015
Q4 		$5.14M Buy
200,297
+606
+0.3% +$15.7K 1.07% 32
2015
Q3 		$4.83M Buy
199,691
+5,754
+3% +$145K 1.12% 33
2015
Q2 		$5.12M Buy
193,937
+1,990
+1% +$53.1K 1.14% 33
2015
Q1 		$4.91M Buy
191,947
+7,054
+4% +$194K 1.09% 36
2014
Q4 		$5.5M Buy
184,893
+3,552
+2% +$103K 1.29% 26
2014
Q3 		$5.31M Buy
181,341
+4,848
+3% +$140K 1.31% 26
2014
Q2 		$4.65M Buy
176,493
+917
+0.5% +$24.2K 1.18% 32
2014
Q1 		$4.81M Buy
175,576
+3,619
+2% +$94.1K 1.28% 31
2013
Q4 		$4.33M Sell
171,957
-1,376
-0.8% -$33.3K 1.19% 33
2013
Q3 		$4.43M Sell
173,333
-6,041
-3% -$157K 1.31% 31
2013
Q2 		$4.24M Buy
+179,374
New +$4.23M 1.34% 32

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

Patriot Wealth Management's EMC Position: Q3 2016 in Review

Patriot Wealth Management sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 207,733 shares — an estimated $5.64M sold.

Patriot Wealth Management first reported a position in EMC in Q2 2013 and held it in 13 quarters. The position peaked at $5.64M in Q2 2016. 9 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • Patriot Wealth Management reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • Patriot Wealth Management sold 207,733 EMC CORPORATION shares in Q3 2016, an estimated $5.64M.
  • Patriot Wealth Management first reported a position in EMC CORPORATION in Q2 2013 and held it in 13 quarters.
  • Patriot Wealth Management's EMC CORPORATION position peaked at $5.64M in Q2 2016.
  • 9 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on Patriot Wealth Management's 13F filing for Q3 2016, filed 27 Oct 2016.