SFA
EMC

Sequoia Financial Advisors’s EMC CORPORATION EMC Stock Holding History

Sequoia 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
-91,057
Closed -$2.47M – 284
2016
Q2 		$2.47M Buy
91,057
+81,313
+834% +$2.2M 0.69% 33
2016
Q1 		$260K Buy
+9,744
New +$247K 0.08% 152
2015
Q3 		– Sell
-9,406
Closed -$248K – 200
2015
Q2 		$248K Sell
9,406
-798
-8% -$21.3K 0.1% 158
2015
Q1 		$261K Sell
10,204
-307
-3% -$8.46K 0.12% 148
2014
Q4 		$313K Sell
10,511
-33,687
-76% -$980K 0.21% 101
2014
Q3 		$1.29M Sell
44,198
-31,275
-41% -$902K 0.9% 24
2014
Q2 		$1.99M Buy
75,473
+5,225
+7% +$138K 1.51% 12
2014
Q1 		$1.93M Sell
70,248
-2,191
-3% -$57K 1.6% 10
2013
Q4 		$1.82M Buy
+72,439
New +$1.76M 1.51% 12

Other funds holding EMC

LIM
Lathrop Investment Management Little Rock, Arkansas $534M AUM 22.94% 1-Year Est. Return
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 $2.58B AUM 30.64% 1-Year Est. Return
CCM
Compton Capital Management Providence, Rhode Island $4.32M AUM 27.38% 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 $91.3M AUM 10.03% 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 $2.76B AUM 19.4% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.44B AUM 28.5% 1-Year Est. Return

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

Sequoia Financial Advisors sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 91,057 shares — an estimated $2.47M sold.

Sequoia Financial Advisors first reported a position in EMC in Q4 2013 and held it in 9 quarters. The position peaked at $2.47M in Q2 2016. 9 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • Sequoia Financial Advisors reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • Sequoia Financial Advisors sold 91,057 EMC CORPORATION shares in Q3 2016, an estimated $2.47M.
  • Sequoia Financial Advisors first reported a position in EMC CORPORATION in Q4 2013 and held it in 9 quarters.
  • Sequoia Financial Advisors's EMC CORPORATION position peaked at $2.47M in Q2 2016.
  • 9 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on Sequoia Financial Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.