UFA
EMC

US Financial Advisors’s EMC CORPORATION EMC Stock Holding History

US 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
Q2 		– Sell
-4,084
Closed -$109K – 476
2016
Q1 		$109K Sell
4,084
-179
-4% -$4.54K 0.19% 60
2015
Q4 		$109K Hold
4,263
– – 0.1% 86
2015
Q3 		$103K Buy
4,263
+439
+11% +$11.1K 0.17% 68
2015
Q2 		$101K Buy
3,824
+86
+2% +$2.29K 0.1% 68
2015
Q1 		$96K Buy
3,738
+1,176
+46% +$32.4K 0.09% 71
2014
Q4 		$76K Buy
+2,562
New +$74.6K 0.07% 82

Other funds holding EMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Financial Advisors's EMC Position: Q2 2016 in Review

US Financial Advisors sold out of EMC CORPORATION (EMC) in Q2 2016, closing a stake of 4,084 shares — an estimated $109K sold.

US Financial Advisors first reported a position in EMC in Q4 2014 and held it in 6 quarters. The position peaked at $109K in Q1 2016. 1,106 funds tracked by Wall St. Rank hold EMC as of Q2 2016.

  • US Financial Advisors reported no remaining EMC CORPORATION position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 4,084 EMC CORPORATION shares in Q2 2016, an estimated $109K.
  • US Financial Advisors first reported a position in EMC CORPORATION in Q4 2014 and held it in 6 quarters.
  • US Financial Advisors's EMC CORPORATION position peaked at $109K in Q1 2016.
  • 1,106 funds tracked by Wall St. Rank held EMC CORPORATION as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.