SWM
EMC

SVA Wealth Management’s EMC CORPORATION EMC Stock Holding History

SVA Wealth 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
Q2 		– Sell
-10,741
Closed -$286K – 211
2016
Q1 		$286K Sell
10,741
-1,700
-14% -$43.1K 0.05% 170
2015
Q4 		$319K Buy
12,441
+158
+1% +$4.1K 0.06% 179
2015
Q3 		$297K Sell
12,283
-100
-0.8% -$2.53K 0.06% 172
2015
Q2 		$327K Hold
12,383
– – 0.06% 170
2015
Q1 		$317K Buy
+12,383
New +$341K 0.06% 176

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
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SVA Wealth Management's EMC Position: Q2 2016 in Review

SVA Wealth Management sold out of EMC CORPORATION (EMC) in Q2 2016, closing a stake of 10,741 shares — an estimated $286K sold.

SVA Wealth Management first reported a position in EMC in Q1 2015 and held it in 5 quarters. The position peaked at $327K in Q2 2015. 1,106 funds tracked by Wall St. Rank hold EMC as of Q2 2016.

  • SVA Wealth Management reported no remaining EMC CORPORATION position as of Q2 2016 after selling out during the quarter.
  • SVA Wealth Management sold 10,741 EMC CORPORATION shares in Q2 2016, an estimated $286K.
  • SVA Wealth Management first reported a position in EMC CORPORATION in Q1 2015 and held it in 5 quarters.
  • SVA Wealth Management's EMC CORPORATION position peaked at $327K in Q2 2015.
  • 1,106 funds tracked by Wall St. Rank held EMC CORPORATION as of Q2 2016.

Based on SVA Wealth Management's 13F filing for Q2 2016, filed 12 Aug 2016.