PWAP
EMC

Private Wealth Advisors (Pennsylvania)’s EMC CORPORATION EMC Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2015
Q1 		– Sell
-43,279
Closed -$1.29M – 135
2014
Q4 		$1.29M Sell
43,279
-48,739
-53% -$1.42M 0.62% 48
2014
Q3 		$2.69M Sell
92,018
-567
-0.6% -$16.4K 1.42% 20
2014
Q2 		$2.44M Buy
92,585
+2,214
+2% +$58.5K 1.25% 26
2014
Q1 		$2.48M Sell
90,371
-1,543
-2% -$40.1K 1.35% 21
2013
Q4 		$2.31M Buy
91,914
+530
+0.6% +$12.8K 1.26% 25
2013
Q3 		$2.34M Sell
91,384
-5,592
-6% -$145K 1.38% 20
2013
Q2 		$2.29M Buy
+96,976
New +$2.29M 1.43% 19

Other funds holding EMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s EMC Position: Q1 2015 in Review

Private Wealth Advisors (Pennsylvania) sold out of EMC CORPORATION (EMC) in Q1 2015, closing a stake of 43,279 shares — an estimated $1.29M sold.

Private Wealth Advisors (Pennsylvania) first reported a position in EMC in Q2 2013 and held it in 7 quarters. The position peaked at $2.69M in Q3 2014. 1,235 funds tracked by Wall St. Rank hold EMC as of Q1 2015.

  • Private Wealth Advisors (Pennsylvania) reported no remaining EMC CORPORATION position as of Q1 2015 after selling out during the quarter.
  • Private Wealth Advisors (Pennsylvania) sold 43,279 EMC CORPORATION shares in Q1 2015, an estimated $1.29M.
  • Private Wealth Advisors (Pennsylvania) first reported a position in EMC CORPORATION in Q2 2013 and held it in 7 quarters.
  • Private Wealth Advisors (Pennsylvania)'s EMC CORPORATION position peaked at $2.69M in Q3 2014.
  • 1,235 funds tracked by Wall St. Rank held EMC CORPORATION as of Q1 2015.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q1 2015, filed 17 Apr 2015.