WAM
EMC

Wealthspire Advisors (Maryland)’s EMC CORPORATION EMC Stock Holding History

Wealthspire Advisors (Maryland)’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
-20,629
Closed -$560K – 1869
2016
Q2 		$560K Sell
20,629
-421
-2% -$11.4K 0.09% 147
2016
Q1 		$561K Sell
21,050
-1,592
-7% -$40.3K 0.1% 140
2015
Q4 		$581K Buy
+22,642
New +$588K 0.11% 135

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

Wealthspire Advisors (Maryland)'s EMC Position: Q3 2016 in Review

Wealthspire Advisors (Maryland) sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 20,629 shares — an estimated $560K sold.

Wealthspire Advisors (Maryland) first reported a position in EMC in Q4 2015 and held it in 3 quarters. The position peaked at $581K in Q4 2015. 9 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • Wealthspire Advisors (Maryland) reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 20,629 EMC CORPORATION shares in Q3 2016, an estimated $560K.
  • Wealthspire Advisors (Maryland) first reported a position in EMC CORPORATION in Q4 2015 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s EMC CORPORATION position peaked at $581K in Q4 2015.
  • 9 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2016, filed 4 Nov 2016.