SFM
EMC

Stack Financial Management’s EMC CORPORATION EMC Stock Holding History

Stack Financial 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
-715,676
Closed -$19.4M – 54
2016
Q2 		$19.4M Buy
715,676
+2,961
+0.4% +$80K 2.47% 14
2016
Q1 		$19M Sell
712,715
-5,226
-0.7% -$132K 2.31% 15
2015
Q4 		$18.4M Buy
717,941
+3,201
+0.4% +$83.1K 2.33% 15
2015
Q3 		$17.3M Buy
714,740
+8,979
+1% +$227K 2.42% 16
2015
Q2 		$18.6M Buy
705,761
+8,434
+1% +$225K 2.26% 17
2015
Q1 		$17.8M Buy
697,327
+39,032
+6% +$1.08M 2.15% 18
2014
Q4 		$19.6M Buy
658,295
+3,116
+0.5% +$90.7K 2.26% 14
2014
Q3 		$19.2M Buy
655,179
+9,898
+2% +$286K 2.44% 9
2014
Q2 		$17M Buy
645,281
+20,186
+3% +$533K 2.07% 20
2014
Q1 		$17.1M Buy
+625,095
New +$16.3M 2.2% 14

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

Stack Financial Management's EMC Position: Q3 2016 in Review

Stack Financial Management sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 715,676 shares — an estimated $19.4M sold.

Stack Financial Management first reported a position in EMC in Q1 2014 and held it in 10 quarters. The position peaked at $19.6M in Q4 2014. 9 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • Stack Financial Management reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • Stack Financial Management sold 715,676 EMC CORPORATION shares in Q3 2016, an estimated $19.4M.
  • Stack Financial Management first reported a position in EMC CORPORATION in Q1 2014 and held it in 10 quarters.
  • Stack Financial Management's EMC CORPORATION position peaked at $19.6M in Q4 2014.
  • 9 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on Stack Financial Management's 13F filing for Q3 2016, filed 26 Oct 2016.