TSWM
EMC

Triangle Securities Wealth Management’s EMC CORPORATION EMC Stock Holding History

Triangle Securities 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
Q3 		– Sell
-25,951
Closed -$705K – 128
2016
Q2 		$705K Sell
25,951
-16,085
-38% -$435K 0.53% 60
2016
Q1 		$1.12M Sell
42,036
-875
-2% -$22.2K 0.73% 46
2015
Q4 		$1.1M Sell
42,911
-1,366
-3% -$35.5K 0.74% 43
2015
Q3 		$1.07M Sell
44,277
-1,550
-3% -$39.2K 0.81% 42
2015
Q2 		$1.21M Buy
45,827
+250
+0.5% +$6.67K 0.85% 42
2015
Q1 		$1.17M Sell
45,577
-374
-0.8% -$10.3K 0.81% 44
2014
Q4 		$1.37M Buy
45,951
+7,268
+19% +$212K 0.97% 37
2014
Q3 		$1.13M Buy
38,683
+3
+0% +$87 0.87% 41
2014
Q2 		$1.02M Buy
38,680
+9,315
+32% +$246K 0.78% 44
2014
Q1 		$702K Sell
29,365
-6,605
-18% -$172K 0.63% 57
2013
Q4 		$905K Buy
35,970
+10,984
+44% +$266K 0.73% 47
2013
Q3 		$639K Sell
24,986
-6,204
-20% -$161K 0.56% 65
2013
Q2 		$737K Buy
+31,190
New +$736K 0.55% 58

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 $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

Triangle Securities Wealth Management's EMC Position: Q3 2016 in Review

Triangle Securities Wealth Management sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 25,951 shares — an estimated $705K sold.

Triangle Securities Wealth Management first reported a position in EMC in Q2 2013 and held it in 13 quarters. The position peaked at $1.37M in Q4 2014. 9 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • Triangle Securities Wealth Management reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 25,951 EMC CORPORATION shares in Q3 2016, an estimated $705K.
  • Triangle Securities Wealth Management first reported a position in EMC CORPORATION in Q2 2013 and held it in 13 quarters.
  • Triangle Securities Wealth Management's EMC CORPORATION position peaked at $1.37M in Q4 2014.
  • 9 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2016, filed 6 Oct 2016.