SFWA
EMC

Summit Financial Wealth Advisors’s EMC CORPORATION EMC Stock Holding History

Summit Financial Wealth Advisors’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
2015
Q4 		– Sell
-495
Closed -$11K – 243
2015
Q3 		$11K Hold
495
– – 0.01% 184
2015
Q2 		$13K Hold
495
– – 0.01% 223
2015
Q1 		$13K Hold
495
– – 0.01% 192
2014
Q4 		$15K Buy
+495
New +$14.4K 0.01% 187

Other funds holding EMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

Summit Financial Wealth Advisors's EMC Position: Q4 2015 in Review

Summit Financial Wealth Advisors sold out of EMC CORPORATION (EMC) in Q4 2015, closing a stake of 495 shares — an estimated $11K sold.

Summit Financial Wealth Advisors first reported a position in EMC in Q4 2014 and held it in 4 quarters. The position peaked at $15K in Q4 2014. 1,173 funds tracked by Wall St. Rank hold EMC as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining EMC CORPORATION position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 495 EMC CORPORATION shares in Q4 2015, an estimated $11K.
  • Summit Financial Wealth Advisors first reported a position in EMC CORPORATION in Q4 2014 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's EMC CORPORATION position peaked at $15K in Q4 2014.
  • 1,173 funds tracked by Wall St. Rank held EMC CORPORATION as of Q4 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.