SSWM
EMC

Sheets Smith Wealth Management’s EMC CORPORATION EMC Stock Holding History

Sheets Smith Wealth Management’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
-10,775
Closed -$293K – 291
2016
Q2 		$293K Hold
10,775
– – 0.09% 201
2016
Q1 		$287K Hold
10,775
– – 0.09% 190
2015
Q4 		$277K Sell
10,775
-500
-4% -$13K 0.08% 189
2015
Q3 		$272K Hold
11,275
– – 0.09% 169
2015
Q2 		$298K Sell
11,275
-100
-0.9% -$2.67K 0.08% 188
2015
Q1 		$291K Hold
11,375
– – 0.08% 189
2014
Q4 		$338K Hold
11,375
– – 0.09% 189
2014
Q3 		$333K Hold
11,375
– – 0.09% 185
2014
Q2 		$300K Hold
11,375
– – 0.08% 202
2014
Q1 		$312K Hold
11,375
– – 0.09% 196
2013
Q4 		$286K Sell
11,375
-34,300
-75% -$831K 0.08% 215
2013
Q3 		$1.17M Sell
45,675
-400
-0.9% -$10.4K 0.38% 72
2013
Q2 		$1.09M Buy
+46,075
New +$1.09M 0.37% 72

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

Sheets Smith Wealth Management's EMC Position: Q3 2016 in Review

Sheets Smith Wealth Management sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 10,775 shares — an estimated $293K sold.

Sheets Smith Wealth Management first reported a position in EMC in Q2 2013 and held it in 13 quarters. The position peaked at $1.17M in Q3 2013. 7 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • Sheets Smith Wealth Management reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 10,775 EMC CORPORATION shares in Q3 2016, an estimated $293K.
  • Sheets Smith Wealth Management first reported a position in EMC CORPORATION in Q2 2013 and held it in 13 quarters.
  • Sheets Smith Wealth Management's EMC CORPORATION position peaked at $1.17M in Q3 2013.
  • 7 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2016, filed 18 Nov 2016.