UF
EMC

Univest Financial’s EMC CORPORATION EMC Stock Holding History

Univest Financial’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
-114,154
Closed -$3.1M – 95
2016
Q2 		$3.1M Sell
114,154
-2,453
-2% -$66.3K 1.41% 34
2016
Q1 		$3.11M Sell
116,607
-13,295
-10% -$337K 1.41% 35
2015
Q4 		$3.34M Buy
129,902
+172
+0.1% +$4.47K 1.52% 31
2015
Q3 		$3.13M Sell
129,730
-2,955
-2% -$74.7K 1.53% 31
2015
Q2 		$3.5M Buy
132,685
+436
+0.3% +$11.6K 1.61% 22
2015
Q1 		$3.38M Buy
132,249
+940
+0.7% +$25.9K 1.52% 30
2014
Q4 		$3.9M Buy
131,309
+3,566
+3% +$104K 1.71% 16
2014
Q3 		$3.74M Sell
127,743
-1,720
-1% -$49.6K 1.75% 14
2014
Q2 		$3.41M Buy
129,463
+3,260
+3% +$86.1K 1.6% 27
2014
Q1 		$3.46M Buy
126,203
+10,321
+9% +$268K 1.73% 17
2013
Q4 		$2.91M Sell
115,882
-968
-0.8% -$23.5K 1.44% 36
2013
Q3 		$2.99M Sell
116,850
-2,962
-2% -$76.9K 1.59% 27
2013
Q2 		$2.83M Buy
+119,812
New +$2.83M 1.55% 29

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

Univest Financial's EMC Position: Q3 2016 in Review

Univest Financial sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 114,154 shares — an estimated $3.1M sold.

Univest Financial first reported a position in EMC in Q2 2013 and held it in 13 quarters. The position peaked at $3.9M in Q4 2014. 9 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • Univest Financial reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • Univest Financial sold 114,154 EMC CORPORATION shares in Q3 2016, an estimated $3.1M.
  • Univest Financial first reported a position in EMC CORPORATION in Q2 2013 and held it in 13 quarters.
  • Univest Financial's EMC CORPORATION position peaked at $3.9M in Q4 2014.
  • 9 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on Univest Financial's 13F filing for Q3 2016, filed 31 Oct 2016.