VSWA
EMC

Vontobel Swiss Wealth Advisors’s EMC CORPORATION EMC Stock Holding History

Vontobel Swiss Wealth 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
-76,803
Closed -$1.88M – 81
2016
Q2 		$1.88M Sell
76,803
-2,310
-3% -$62.4K 1.11% 34
2016
Q1 		$2.11M Buy
79,113
+4,100
+5% +$104K 1.12% 36
2015
Q4 		$1.93M Buy
75,013
+5,255
+8% +$136K 1.13% 31
2015
Q3 		$1.65M Sell
69,758
-11,972
-15% -$303K 1.13% 33
2015
Q2 		$1.94M Buy
81,730
+15,240
+23% +$406K 1.3% 27
2015
Q1 		$1.7M Buy
66,490
+7,755
+13% +$214K 1.16% 29
2014
Q4 		$1.75M Buy
+58,735
New +$1.71M 1.28% 22

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

Vontobel Swiss Wealth Advisors's EMC Position: Q3 2016 in Review

Vontobel Swiss Wealth Advisors sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 76,803 shares — an estimated $1.88M sold.

Vontobel Swiss Wealth Advisors first reported a position in EMC in Q4 2014 and held it in 7 quarters. The position peaked at $2.11M in Q1 2016. 9 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • Vontobel Swiss Wealth Advisors reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 76,803 EMC CORPORATION shares in Q3 2016, an estimated $1.88M.
  • Vontobel Swiss Wealth Advisors first reported a position in EMC CORPORATION in Q4 2014 and held it in 7 quarters.
  • Vontobel Swiss Wealth Advisors's EMC CORPORATION position peaked at $2.11M in Q1 2016.
  • 9 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q3 2016, filed 10 Nov 2016.