RFA
EMC

Reilly Financial Advisors’s EMC CORPORATION EMC Stock Holding History

Reilly Financial 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
-991
Closed -$27K – 926
2016
Q2 		$27K Buy
991
+191
+24% +$5.16K 0.01% 342
2016
Q1 		$21K Sell
800
-950
-54% -$24.1K ﹤0.01% 595
2015
Q4 		$45K Buy
1,750
+540
+45% +$14K 0.01% 415
2015
Q3 		$29K Sell
1,210
-340
-22% -$8.59K 0.01% 510
2015
Q2 		$41K Sell
1,550
-736
-32% -$19.6K 0.01% 476
2015
Q1 		$58K Sell
2,286
-619
-21% -$17.1K 0.01% 388
2014
Q4 		$86K Sell
2,905
-64
-2% -$1.86K 0.02% 202
2014
Q3 		$87K Sell
2,969
-100
-3% -$2.88K 0.02% 198
2014
Q2 		$82K Buy
3,069
+167
+6% +$4.41K 0.02% 207
2014
Q1 		$80K Sell
2,902
-259
-8% -$6.73K 0.02% 205
2013
Q4 		$79K Buy
3,161
+771
+32% +$18.7K 0.02% 195
2013
Q3 		$61K Sell
2,390
-399
-14% -$10.4K 0.02% 193
2013
Q2 		$66K Buy
+2,789
New +$65.8K 0.02% 174

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

Reilly Financial Advisors's EMC Position: Q3 2016 in Review

Reilly Financial Advisors sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 991 shares — an estimated $27K sold.

Reilly Financial Advisors first reported a position in EMC in Q2 2013 and held it in 13 quarters. The position peaked at $87K in Q3 2014. 7 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • Reilly Financial Advisors reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • Reilly Financial Advisors sold 991 EMC CORPORATION shares in Q3 2016, an estimated $27K.
  • Reilly Financial Advisors first reported a position in EMC CORPORATION in Q2 2013 and held it in 13 quarters.
  • Reilly Financial Advisors's EMC CORPORATION position peaked at $87K in Q3 2014.
  • 7 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on Reilly Financial Advisors's 13F filing for Q3 2016, filed 26 Oct 2016.