SI
EMCI

Stephens Inc’s EMC INS Group Inc EMCI Stock Holding History

Stephens Inc’s Portfolio EMCI Stock Details EMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-23,786
Closed -$458K – 859
2014
Q3 		$458K Sell
23,786
-4,353
-15% -$87.4K 0.02% 506
2014
Q2 		$577K Buy
+28,139
New +$614K 0.03% 463

Other funds holding EMCI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Stephens Inc's EMCI Position: Q4 2014 in Review

Stephens Inc sold out of EMC INS Group Inc (EMCI) in Q4 2014, closing a stake of 23,786 shares — an estimated $458K sold.

Stephens Inc first reported a position in EMCI in Q2 2014 and held it in 2 quarters. The position peaked at $577K in Q2 2014. 65 funds tracked by Wall St. Rank hold EMCI as of Q4 2014.

  • Stephens Inc reported no remaining EMC INS Group Inc position as of Q4 2014 after selling out during the quarter.
  • Stephens Inc sold 23,786 EMC INS Group Inc shares in Q4 2014, an estimated $458K.
  • Stephens Inc first reported a position in EMC INS Group Inc in Q2 2014 and held it in 2 quarters.
  • Stephens Inc's EMC INS Group Inc position peaked at $577K in Q2 2014.
  • 65 funds tracked by Wall St. Rank held EMC INS Group Inc as of Q4 2014.

Based on Stephens Inc's 13F filing for Q4 2014, filed 12 Feb 2015.