SSWM
EMC

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

Smith Salley 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
-12,349
Closed -$336K – 163
2016
Q2 		$336K Sell
12,349
-1,286
-9% -$34.8K 0.08% 122
2016
Q1 		$363K Sell
13,635
-235,583
-95% -$5.97M 0.09% 118
2015
Q4 		$6.4M Buy
249,218
+125
+0.1% +$3.25K 1.6% 18
2015
Q3 		$6.02M Buy
249,093
+11,043
+5% +$279K 1.62% 19
2015
Q2 		$6.28M Buy
238,050
+12,998
+6% +$347K 1.6% 18
2015
Q1 		$5.75M Buy
225,052
+16,864
+8% +$465K 1.47% 18
2014
Q4 		$6.19M Buy
208,188
+34,199
+20% +$995K 1.61% 17
2014
Q3 		$5.09M Buy
173,989
+19,878
+13% +$573K 1.35% 17
2014
Q2 		$4.06M Buy
154,111
+33,686
+28% +$890K 1.08% 28
2014
Q1 		$3.3M Sell
120,425
-377
-0.3% -$9.8K 2.06% 15
2013
Q4 		$3.04M Sell
120,802
-638
-0.5% -$15.5K 1.98% 18
2013
Q3 		$3.1M Sell
121,440
-11,165
-8% -$290K 2.5% 12
2013
Q2 		$3.13M Buy
+132,605
New +$3.13M 2.52% 8

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

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

Smith Salley Wealth Management sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 12,349 shares — an estimated $336K sold.

Smith Salley Wealth Management first reported a position in EMC in Q2 2013 and held it in 13 quarters. The position peaked at $6.4M in Q4 2015. 7 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • Smith Salley Wealth Management reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • Smith Salley Wealth Management sold 12,349 EMC CORPORATION shares in Q3 2016, an estimated $336K.
  • Smith Salley Wealth Management first reported a position in EMC CORPORATION in Q2 2013 and held it in 13 quarters.
  • Smith Salley Wealth Management's EMC CORPORATION position peaked at $6.4M in Q4 2015.
  • 7 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on Smith Salley Wealth Management's 13F filing for Q3 2016, filed 14 Nov 2016.