Rockefeller Financial Services’s EMC CORPORATION EMC Stock Holding History

Rockefeller Financial Services’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	-6,750	Closed	-$183K	–	494
2016 Q2	$183K	Hold	6,750	–	–	﹤0.01%	321
2016 Q1	$180K	Hold	6,750	–	–	﹤0.01%	326
2015 Q4	$173K	Sell	6,750 -307	-4%	-$7.97K	﹤0.01%	348
2015 Q3	$170K	Hold	7,057	–	–	﹤0.01%	345
2015 Q2	$186K	Hold	7,057	–	–	﹤0.01%	323
2015 Q1	$180K	Buy	+7,057	New	+$194K	﹤0.01%	330
2014 Q4	–	Sell	-12,077	Closed	-$353K	–	534
2014 Q3	$353K	Sell	12,077 -489	-4%	-$14.1K	0.01%	277
2014 Q2	$331K	Buy	12,566 +489	+4%	+$12.9K	0.01%	299
2014 Q1	$331K	Hold	12,077	–	–	0.01%	291
2013 Q4	$304K	Sell	12,077 -240	-2%	-$5.82K	0.01%	314
2013 Q3	$315K	Hold	12,317	–	–	0.01%	300
2013 Q2	$290K	Buy	+12,317	New	+$290K	0.01%	293

Other funds holding EMC

Lathrop Investment Management Little Rock, Arkansas $534M AUM 22.94% 1-Year Est. Return

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.12B AUM 27.03% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $2.58B AUM 30.64% 1-Year Est. Return

Compton Capital Management Providence, Rhode Island $4.32M AUM 27.38% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return

Account Management Boxford, Massachusetts $91.3M AUM 10.03% 1-Year Est. Return

Osborn Williams & Donohoe Cincinnati, Ohio $762M AUM 2.74% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

Westpac Banking Corp Sydney, Australia $1.44B AUM 28.5% 1-Year Est. Return