WDA
EMC

Wendell David Associates’s EMC CORPORATION EMC Stock Holding History

Wendell David Associates’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
2014
Q1 		– Sell
-8,615
Closed -$215K – 138
2013
Q4 		$215K Buy
8,615
+265
+3% +$6.42K 0.05% 134
2013
Q3 		$217K Buy
+8,350
New +$217K 0.05% 132

Other funds holding EMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wendell David Associates's EMC Position: Q1 2014 in Review

Wendell David Associates sold out of EMC CORPORATION (EMC) in Q1 2014, closing a stake of 8,615 shares — an estimated $215K sold.

Wendell David Associates first reported a position in EMC in Q3 2013 and held it in 2 quarters. The position peaked at $217K in Q3 2013. 1,202 funds tracked by Wall St. Rank hold EMC as of Q1 2014.

  • Wendell David Associates reported no remaining EMC CORPORATION position as of Q1 2014 after selling out during the quarter.
  • Wendell David Associates sold 8,615 EMC CORPORATION shares in Q1 2014, an estimated $215K.
  • Wendell David Associates first reported a position in EMC CORPORATION in Q3 2013 and held it in 2 quarters.
  • Wendell David Associates's EMC CORPORATION position peaked at $217K in Q3 2013.
  • 1,202 funds tracked by Wall St. Rank held EMC CORPORATION as of Q1 2014.

Based on Wendell David Associates's 13F filing for Q1 2014, filed 17 Apr 2014.