WA
EMC

Wealth Architects’s EMC CORPORATION EMC Stock Holding History

Wealth Architects’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
-9,843
Closed -$267K – 119
2016
Q2 		$267K Buy
9,843
+600
+6% +$16.2K 0.13% 90
2016
Q1 		$246K Buy
9,243
+359
+4% +$9.1K 0.12% 96
2015
Q4 		$228K Sell
8,884
-600
-6% -$15.6K 0.11% 105
2015
Q3 		$229K Sell
9,484
-632
-6% -$16K 0.12% 100
2015
Q2 		$267K Buy
+10,116
New +$270K 0.14% 95

Other funds holding EMC

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 $3.11B AUM 56.77% 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 $1.62B AUM 39.13% 1-Year Est. Return

Wealth Architects's EMC Position: Q3 2016 in Review

Wealth Architects sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 9,843 shares — an estimated $267K sold.

Wealth Architects first reported a position in EMC in Q2 2015 and held it in 5 quarters. The position peaked at $267K in Q2 2016. 7 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • Wealth Architects reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • Wealth Architects sold 9,843 EMC CORPORATION shares in Q3 2016, an estimated $267K.
  • Wealth Architects first reported a position in EMC CORPORATION in Q2 2015 and held it in 5 quarters.
  • Wealth Architects's EMC CORPORATION position peaked at $267K in Q2 2016.
  • 7 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on Wealth Architects's 13F filing for Q3 2016, filed 7 Nov 2016.