SNT
EMC

Security National Trust’s EMC CORPORATION EMC Stock Holding History

Security National Trust’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
-83,089
Closed -$2.26M – 474
2016
Q2 		$2.26M Sell
83,089
-8,446
-9% -$228K 0.83% 38
2016
Q1 		$2.44M Sell
91,535
-6,925
-7% -$175K 0.92% 33
2015
Q4 		$2.53M Buy
98,460
+3,320
+3% +$86.2K 0.99% 31
2015
Q3 		$2.3M Buy
95,140
+500
+0.5% +$12.6K 0.9% 37
2015
Q2 		$2.5M Sell
94,640
-400
-0.4% -$10.7K 0.9% 36
2015
Q1 		$2.43M Buy
95,040
+2,540
+3% +$70K 0.86% 36
2014
Q4 		$2.75M Buy
92,500
+10,680
+13% +$311K 1% 33
2014
Q3 		$2.39M Sell
81,820
-7,782
-9% -$225K 0.97% 33
2014
Q2 		$2.36M Buy
89,602
+3,535
+4% +$93.3K 0.92% 34
2014
Q1 		$2.36M Sell
86,067
-400
-0.5% -$10.4K 0.96% 35
2013
Q4 		$2.17M Sell
86,467
-3,235
-4% -$78.4K 0.9% 36
2013
Q3 		$2.29M Buy
89,702
+6,783
+8% +$176K 1.03% 30
2013
Q2 		$1.96M Buy
+82,919
New +$1.96M 0.95% 34

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

Security National Trust's EMC Position: Q3 2016 in Review

Security National Trust sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 83,089 shares — an estimated $2.26M sold.

Security National Trust first reported a position in EMC in Q2 2013 and held it in 13 quarters. The position peaked at $2.75M in Q4 2014. 7 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • Security National Trust reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • Security National Trust sold 83,089 EMC CORPORATION shares in Q3 2016, an estimated $2.26M.
  • Security National Trust first reported a position in EMC CORPORATION in Q2 2013 and held it in 13 quarters.
  • Security National Trust's EMC CORPORATION position peaked at $2.75M in Q4 2014.
  • 7 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on Security National Trust's 13F filing for Q3 2016, filed 24 Oct 2016.