WA
EMC

Waverly Advisors’s EMC CORPORATION EMC Stock Holding History

Waverly 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
2015
Q4 		– Sell
-1,100
Closed -$27K – 454
2015
Q3 		$27K Hold
1,100
– – 0.02% 219
2015
Q2 		$29K Hold
1,100
– – 0.02% 188
2015
Q1 		$28K Hold
1,100
– – 0.01% 170
2014
Q4 		$33K Buy
1,100
+931
+551% +$27.1K 0.02% 167
2014
Q3 		$5K Hold
169
– – ﹤0.01% 645
2014
Q2 		$4K Hold
169
– – ﹤0.01% 650
2014
Q1 		$5K Sell
169
-2,663
-94% -$69.2K ﹤0.01% 571
2013
Q4 		$71K Buy
2,832
+345
+14% +$8.36K 0.03% 284
2013
Q3 		$64K Buy
+2,487
New +$64.6K 0.03% 210

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

Waverly Advisors's EMC Position: Q4 2015 in Review

Waverly Advisors sold out of EMC CORPORATION (EMC) in Q4 2015, closing a stake of 1,100 shares — an estimated $27K sold.

Waverly Advisors first reported a position in EMC in Q3 2013 and held it in 9 quarters. The position peaked at $71K in Q4 2013. 1,173 funds tracked by Wall St. Rank hold EMC as of Q4 2015.

  • Waverly Advisors reported no remaining EMC CORPORATION position as of Q4 2015 after selling out during the quarter.
  • Waverly Advisors sold 1,100 EMC CORPORATION shares in Q4 2015, an estimated $27K.
  • Waverly Advisors first reported a position in EMC CORPORATION in Q3 2013 and held it in 9 quarters.
  • Waverly Advisors's EMC CORPORATION position peaked at $71K in Q4 2013.
  • 1,173 funds tracked by Wall St. Rank held EMC CORPORATION as of Q4 2015.

Based on Waverly Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.