SFS
EMC

Strategic Financial Services’s EMC CORPORATION EMC Stock Holding History

Strategic Financial Services’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
-115,877
Closed -$3.28M – 105
2016
Q2 		$3.28M Sell
115,877
-2,044
-2% -$55.2K 0.66% 54
2016
Q1 		$3.14M Buy
117,921
+2,026
+2% +$51.3K 0.73% 59
2015
Q4 		$2.98M Buy
115,895
+619
+0.5% +$16.1K 0.78% 53
2015
Q3 		$2.79M Buy
115,276
+415
+0.4% +$10.5K 0.77% 55
2015
Q2 		$3.03M Sell
114,861
-2,000
-2% -$53.3K 0.85% 52
2015
Q1 		$2.99M Sell
116,861
-758
-0.6% -$20.9K 0.77% 60
2014
Q4 		$3.5M Sell
117,619
-1,535
-1% -$44.7K 0.95% 42
2014
Q3 		$3.49M Buy
119,154
+578
+0.5% +$16.7K 0.97% 34
2014
Q2 		$3.12M Buy
118,576
+499
+0.4% +$13.2K 0.86% 50
2014
Q1 		$3.24M Buy
118,077
+3,975
+3% +$103K 0.95% 35
2013
Q4 		$2.87M Buy
114,102
+54,908
+93% +$1.33M 0.91% 41
2013
Q3 		$1.51M Sell
59,194
-2,555
-4% -$66.4K 0.51% 86
2013
Q2 		$1.46M Buy
+61,749
New +$1.46M 0.52% 85

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

Strategic Financial Services's EMC Position: Q3 2016 in Review

Strategic Financial Services sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 115,877 shares — an estimated $3.28M sold.

Strategic Financial Services first reported a position in EMC in Q2 2013 and held it in 13 quarters. The position peaked at $3.5M in Q4 2014. 9 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • Strategic Financial Services reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • Strategic Financial Services sold 115,877 EMC CORPORATION shares in Q3 2016, an estimated $3.28M.
  • Strategic Financial Services first reported a position in EMC CORPORATION in Q2 2013 and held it in 13 quarters.
  • Strategic Financial Services's EMC CORPORATION position peaked at $3.5M in Q4 2014.
  • 9 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on Strategic Financial Services's 13F filing for Q3 2016, filed 7 Nov 2016.