RIA
EMC

Regal Investment Advisors’s EMC CORPORATION EMC Stock Holding History

Regal 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
2015
Q4 		– Sell
-950
Closed -$22K – 1036
2015
Q3 		$22K Hold
950
– – 0.01% 549
2015
Q2 		$25K Sell
950
-3,000
-76% -$80K 0.01% 529
2015
Q1 		$101K Buy
3,950
+950
+32% +$26.2K 0.03% 339
2014
Q4 		$89K Sell
3,000
-1,700
-36% -$49.5K 0.02% 327
2014
Q3 		$138K Sell
4,700
-486
-9% -$14K 0.04% 269
2014
Q2 		$137K Buy
5,186
+1,678
+48% +$44.3K 0.05% 242
2014
Q1 		$96K Sell
3,508
-36
-1% -$936 0.04% 266
2013
Q4 		$89K Buy
3,544
+2,204
+164% +$53.4K 0.05% 227
2013
Q3 		$34K Sell
1,340
-720
-35% -$18.7K 0.02% 369
2013
Q2 		$49K Buy
+2,060
New +$48.6K 0.03% 292

Other funds holding EMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

Regal Investment Advisors's EMC Position: Q4 2015 in Review

Regal Investment Advisors sold out of EMC CORPORATION (EMC) in Q4 2015, closing a stake of 950 shares — an estimated $22K sold.

Regal Investment Advisors first reported a position in EMC in Q2 2013 and held it in 10 quarters. The position peaked at $138K in Q3 2014. 1,173 funds tracked by Wall St. Rank hold EMC as of Q4 2015.

  • Regal Investment Advisors reported no remaining EMC CORPORATION position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 950 EMC CORPORATION shares in Q4 2015, an estimated $22K.
  • Regal Investment Advisors first reported a position in EMC CORPORATION in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's EMC CORPORATION position peaked at $138K in Q3 2014.
  • 1,173 funds tracked by Wall St. Rank held EMC CORPORATION as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.