UCFA
EMC

United Capital Financial Advisors’s EMC CORPORATION EMC Stock Holding History

United Capital 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
-1,002,313
Closed -$27.1M – 1332
2016
Q2 		$27.1M Buy
1,002,313
+14,433
+1% +$390K 0.28% 75
2016
Q1 		$26.3M Buy
987,880
+43,127
+5% +$1.09M 0.29% 67
2015
Q4 		$24.3M Buy
944,753
+36,475
+4% +$947K 0.28% 71
2015
Q3 		$21.9M Sell
908,278
-142,420
-14% -$3.6M 0.26% 73
2015
Q2 		$27.7M Buy
1,050,698
+70,441
+7% +$1.88M 0.32% 69
2015
Q1 		$26.4M Buy
980,257
+291,268
+42% +$8.02M 0.32% 79
2014
Q4 		$20.5M Buy
688,989
+31,394
+5% +$914K 0.31% 83
2014
Q3 		$19.2M Buy
657,595
+13,458
+2% +$388K 0.33% 78
2014
Q2 		$17M Buy
644,137
+47,903
+8% +$1.26M 0.31% 85
2014
Q1 		$16.3M Buy
596,234
+109,293
+22% +$2.84M 0.35% 67
2013
Q4 		$12.2M Buy
486,941
+437,076
+877% +$10.6M 0.42% 63
2013
Q3 		$1.27M Sell
49,865
-507,220
-91% -$13.2M 0.04% 311
2013
Q2 		$13.2M Buy
+557,085
New +$13.1M 0.35% 75

Other funds holding EMC

LIM
Lathrop Investment Management Little Rock, Arkansas $565M AUM 22.27% 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 $3.04B AUM 22.4% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.44B AUM 28.5% 1-Year Est. Return

United Capital Financial Advisors's EMC Position: Q3 2016 in Review

United Capital Financial Advisors sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 1,002,313 shares — an estimated $27.1M sold.

United Capital Financial Advisors first reported a position in EMC in Q2 2013 and held it in 13 quarters. The position peaked at $27.7M in Q2 2015. 9 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • United Capital Financial Advisors reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 1,002,313 EMC CORPORATION shares in Q3 2016, an estimated $27.1M.
  • United Capital Financial Advisors first reported a position in EMC CORPORATION in Q2 2013 and held it in 13 quarters.
  • United Capital Financial Advisors's EMC CORPORATION position peaked at $27.7M in Q2 2015.
  • 9 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on United Capital Financial Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.