RFS
EMC

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

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

Rockefeller Financial Services's EMC Position: Q3 2016 in Review

Rockefeller Financial Services sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 6,750 shares — an estimated $183K sold.

Rockefeller Financial Services first reported a position in EMC in Q2 2013 and held it in 12 quarters. The position peaked at $353K in Q3 2014. 7 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • Rockefeller Financial Services reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • Rockefeller Financial Services sold 6,750 EMC CORPORATION shares in Q3 2016, an estimated $183K.
  • Rockefeller Financial Services first reported a position in EMC CORPORATION in Q2 2013 and held it in 12 quarters.
  • Rockefeller Financial Services's EMC CORPORATION position peaked at $353K in Q3 2014.
  • 7 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on Rockefeller Financial Services's 13F filing for Q3 2016, filed 28 Oct 2016.