WIC
EMC

Whitegate Investment Counselors’s EMC CORPORATION EMC Stock Holding History

Whitegate Investment Counselors’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
-36,065
Closed -$980K – 163
2016
Q2 		$980K Buy
+36,065
New +$975K 0.27% 83
2014
Q1 		$1.01M Buy
+37,955
New +$987K 0.28% 84

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

Whitegate Investment Counselors's EMC Position: Q3 2016 in Review

Whitegate Investment Counselors sold out of EMC CORPORATION (EMC) in Q3 2016, closing a stake of 36,065 shares — an estimated $980K sold.

Whitegate Investment Counselors first reported a position in EMC in Q1 2014 and held it in 2 quarters. The position peaked at $1.01M in Q1 2014. 9 funds tracked by Wall St. Rank hold EMC as of Q3 2016.

  • Whitegate Investment Counselors reported no remaining EMC CORPORATION position as of Q3 2016 after selling out during the quarter.
  • Whitegate Investment Counselors sold 36,065 EMC CORPORATION shares in Q3 2016, an estimated $980K.
  • Whitegate Investment Counselors first reported a position in EMC CORPORATION in Q1 2014 and held it in 2 quarters.
  • Whitegate Investment Counselors's EMC CORPORATION position peaked at $1.01M in Q1 2014.
  • 9 funds tracked by Wall St. Rank held EMC CORPORATION as of Q3 2016.

Based on Whitegate Investment Counselors's 13F filing for Q3 2016, filed 25 Oct 2016.