TFA
EMC

Transamerica Financial Advisors’s EMC CORPORATION EMC Stock Holding History

Transamerica Financial 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
-70
Closed -$2K – 441
2016
Q2 		$2K Sell
70
-14,858
-100% -$401K ﹤0.01% 294
2016
Q1 		$398K Buy
14,928
+6,806
+84% +$172K 0.03% 237
2015
Q4 		$209K Buy
8,122
+393
+5% +$10.2K 0.02% 301
2015
Q3 		$187K Sell
7,729
-109
-1% -$2.75K 0.02% 285
2015
Q2 		$207K Sell
7,838
-2,581
-25% -$68.8K 0.01% 327
2015
Q1 		$267K Sell
10,419
-93,070
-90% -$2.56M 0.02% 301
2014
Q4 		$3.08M Buy
103,489
+12,177
+13% +$354K 0.24% 55
2014
Q3 		$2.67M Buy
91,312
+847
+0.9% +$24.4K 0.24% 58
2014
Q2 		$2.38M Buy
90,465
+5,893
+7% +$156K 0.21% 72
2014
Q1 		$2.32M Sell
84,572
-26,423
-24% -$687K 0.23% 59
2013
Q4 		$2.79M Buy
110,995
+90,651
+446% +$2.2M 0.3% 45
2013
Q3 		$520K Buy
20,344
+18,636
+1,091% +$484K 0.07% 137
2013
Q2 		$41K Buy
+1,708
New +$40.3K 0.01% 303

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 $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 $2.76B AUM 19.4% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.44B AUM 28.5% 1-Year Est. Return

Transamerica Financial Advisors's EMC Position: Q3 2016 in Review

Transamerica Financial Advisors sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 70 shares — an estimated $2K sold.

Transamerica Financial Advisors first reported a position in EMC in Q2 2013 and held it in 13 quarters. The position peaked at $3.08M in Q4 2014. 9 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • Transamerica Financial Advisors reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • Transamerica Financial Advisors sold 70 EMC CORPORATION shares in Q3 2016, an estimated $2K.
  • Transamerica Financial Advisors first reported a position in EMC CORPORATION in Q2 2013 and held it in 13 quarters.
  • Transamerica Financial Advisors's EMC CORPORATION position peaked at $3.08M in Q4 2014.
  • 9 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on Transamerica Financial Advisors's 13F filing for Q3 2016, filed 7 Nov 2016.