WFG
EMC

Wills Financial Group’s EMC CORPORATION EMC Stock Holding History

Wills Financial Group’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
2015
Q1 		– Sell
-6,871
Closed -$204K – 85
2014
Q4 		$204K Buy
6,871
+5
+0.1% +$146 0.17% 72
2014
Q3 		$200K Buy
+6,866
New +$198K 0.17% 74

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wills Financial Group's EMC Position: Q1 2015 in Review

Wills Financial Group sold out of EMC CORPORATION (EMC) in Q1 2015, closing a stake of 6,871 shares — an estimated $204K sold.

Wills Financial Group first reported a position in EMC in Q3 2014 and held it in 2 quarters. The position peaked at $204K in Q4 2014. 1,235 funds tracked by Wall St. Rank hold EMC as of Q1 2015.

  • Wills Financial Group reported no remaining EMC CORPORATION position as of Q1 2015 after selling out during the quarter.
  • Wills Financial Group sold 6,871 EMC CORPORATION shares in Q1 2015, an estimated $204K.
  • Wills Financial Group first reported a position in EMC CORPORATION in Q3 2014 and held it in 2 quarters.
  • Wills Financial Group's EMC CORPORATION position peaked at $204K in Q4 2014.
  • 1,235 funds tracked by Wall St. Rank held EMC CORPORATION as of Q1 2015.

Based on Wills Financial Group's 13F filing for Q1 2015, filed 14 May 2015.