TWA
EMC

TCI Wealth Advisors’s EMC CORPORATION EMC Stock Holding History

TCI 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
2016
Q3 		– Sell
-4,131
Closed -$112K – 1455
2016
Q2 		$112K Sell
4,131
-890
-18% -$24K 0.06% 190
2016
Q1 		$134K Sell
5,021
-1,431
-22% -$36.3K 0.07% 174
2015
Q4 		$166K Buy
6,452
+547
+9% +$14.2K 0.09% 150
2015
Q3 		$143K Hold
5,905
– – 0.09% 157
2015
Q2 		$156K Buy
5,905
+758
+15% +$20.2K 0.09% 153
2015
Q1 		$132K Sell
5,147
-819
-14% -$22.6K 0.08% 150
2014
Q4 		$177K Buy
5,966
+701
+13% +$20.4K 0.11% 133
2014
Q3 		$154K Sell
5,265
-196
-4% -$5.66K 0.1% 137
2014
Q2 		$144K Hold
5,461
– – 0.09% 145
2014
Q1 		$150K Hold
5,461
– – 0.1% 145
2013
Q4 		$137K Sell
5,461
-400
-7% -$9.7K 0.09% 146
2013
Q3 		$150K Buy
5,861
+400
+7% +$10.4K 0.11% 130
2013
Q2 		$129K Buy
+5,461
New +$129K 0.1% 133

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 $1.12B AUM 27.03% 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