WA
EMC

WealthTrust Axiom’s EMC CORPORATION EMC Stock Holding History

WealthTrust Axiom’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
-20,060
Closed -$545K – 231
2016
Q2 		$545K Buy
20,060
+45
+0.2% +$1.22K 0.21% 99
2016
Q1 		$533K Buy
20,015
+1,900
+10% +$48.1K 0.21% 96
2015
Q4 		$465K Sell
18,115
-2,000
-10% -$51.9K 0.18% 105
2015
Q3 		$485K Hold
20,115
– – 0.2% 100
2015
Q2 		$530K Hold
20,115
– – 0.2% 100
2015
Q1 		$514K Hold
20,115
– – 0.18% 107
2014
Q4 		$598K Sell
20,115
-1,852
-8% -$53.9K 0.21% 97
2014
Q3 		$642K Sell
21,967
-1,315
-6% -$37.9K 0.23% 88
2014
Q2 		$613K Sell
23,282
-1,500
-6% -$39.6K 0.21% 93
2014
Q1 		$679K Buy
24,782
+700
+3% +$18.2K 0.24% 82
2013
Q4 		$605K Hold
24,082
– – 0.23% 83
2013
Q3 		$615K Buy
24,082
+500
+2% +$13K 0.25% 79
2013
Q2 		$557K Buy
+23,582
New +$556K 0.24% 83

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

WealthTrust Axiom's EMC Position: Q3 2016 in Review

WealthTrust Axiom sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 20,060 shares — an estimated $545K sold.

WealthTrust Axiom first reported a position in EMC in Q2 2013 and held it in 13 quarters. The position peaked at $679K in Q1 2014. 7 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • WealthTrust Axiom reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • WealthTrust Axiom sold 20,060 EMC CORPORATION shares in Q3 2016, an estimated $545K.
  • WealthTrust Axiom first reported a position in EMC CORPORATION in Q2 2013 and held it in 13 quarters.
  • WealthTrust Axiom's EMC CORPORATION position peaked at $679K in Q1 2014.
  • 7 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on WealthTrust Axiom's 13F filing for Q3 2016, filed 31 Oct 2016.