WP
EMC

WealthPLAN Partners’s EMC CORPORATION EMC Stock Holding History

WealthPLAN Partners’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
-9,981
Closed -$126K – 1132
2016
Q2 		$126K Buy
+9,981
New +$270K 0.02% 536
2015
Q4 		$14.8K Buy
+1,375
New +$35.7K ﹤0.01% 1026
2015
Q2 		$20K Buy
750
+401
+115% +$10.7K 0.01% 256
2015
Q1 		$9K Buy
+349
New +$9.61K ﹤0.01% 388

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

WealthPLAN Partners's EMC Position: Q3 2016 in Review

WealthPLAN Partners sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 9,981 shares — an estimated $126K sold.

WealthPLAN Partners first reported a position in EMC in Q1 2015 and held it in 4 quarters. The position peaked at $126K in Q2 2016. 7 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • WealthPLAN Partners reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 9,981 EMC CORPORATION shares in Q3 2016, an estimated $126K.
  • WealthPLAN Partners first reported a position in EMC CORPORATION in Q1 2015 and held it in 4 quarters.
  • WealthPLAN Partners's EMC CORPORATION position peaked at $126K in Q2 2016.
  • 7 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.