SWP
EMC

Stratos Wealth Partners’s EMC CORPORATION EMC Stock Holding History

Stratos Wealth Partners’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
-26,836
Closed -$729K – 733
2016
Q2 		$729K Buy
26,836
+13,938
+108% +$377K 0.05% 261
2016
Q1 		$344K Sell
12,898
-2,894
-18% -$73.3K 0.03% 377
2015
Q4 		$406K Sell
15,792
-19,325
-55% -$502K 0.03% 352
2015
Q3 		$848K Buy
35,117
+12,014
+52% +$304K 0.11% 166
2015
Q2 		$610K Sell
23,103
-13,755
-37% -$367K 0.08% 224
2015
Q1 		$941K Buy
36,858
+6,367
+21% +$175K 0.11% 178
2014
Q4 		$907K Buy
30,491
+4,275
+16% +$124K 0.16% 141
2014
Q3 		$767K Buy
26,216
+3,936
+18% +$114K 0.18% 119
2014
Q2 		$586K Buy
+22,280
New +$588K 0.2% 130

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

Stratos Wealth Partners's EMC Position: Q3 2016 in Review

Stratos Wealth Partners sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 26,836 shares — an estimated $729K sold.

Stratos Wealth Partners first reported a position in EMC in Q2 2014 and held it in 9 quarters. The position peaked at $941K in Q1 2015. 9 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • Stratos Wealth Partners reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • Stratos Wealth Partners sold 26,836 EMC CORPORATION shares in Q3 2016, an estimated $729K.
  • Stratos Wealth Partners first reported a position in EMC CORPORATION in Q2 2014 and held it in 9 quarters.
  • Stratos Wealth Partners's EMC CORPORATION position peaked at $941K in Q1 2015.
  • 9 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on Stratos Wealth Partners's 13F filing for Q3 2016, filed 1 Nov 2016.