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 – 1452
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

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 $3.11B AUM 56.77% 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 $99M AUM 22.59% 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 $3.04B AUM 22.4% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.62B AUM 39.13% 1-Year Est. Return

TCI Wealth Advisors's EMC Position: Q3 2016 in Review

TCI Wealth Advisors sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 4,131 shares — an estimated $112K sold.

TCI Wealth Advisors first reported a position in EMC in Q2 2013 and held it in 13 quarters. The position peaked at $177K in Q4 2014. 7 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • TCI Wealth Advisors reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • TCI Wealth Advisors sold 4,131 EMC CORPORATION shares in Q3 2016, an estimated $112K.
  • TCI Wealth Advisors first reported a position in EMC CORPORATION in Q2 2013 and held it in 13 quarters.
  • TCI Wealth Advisors's EMC CORPORATION position peaked at $177K in Q4 2014.
  • 7 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

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