Winch Advisory Services’s EMC CORPORATION EMC Stock Holding History

Winch Advisory Services’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	-185	Closed	-$5K	–	313
2016 Q2	$5K	Hold	185	–	–	0.01%	189
2016 Q1	$5K	Hold	185	–	–	0.01%	161
2015 Q4	$5K	Hold	185	–	–	0.01%	173
2015 Q3	$4K	Buy	185 +1	+0.5%	+$25	0.01%	176
2015 Q2	$5K	Sell	184 -76	-29%	-$2.03K	﹤0.01%	212
2015 Q1	$7K	Sell	260 -17,509	-99%	-$482K	﹤0.01%	184
2014 Q4	$528K	Buy	17,769 +1	+0%	+$29	0.29%	33
2014 Q3	$520K	Buy	17,768 +17,510	+6,787%	+$505K	0.33%	48
2014 Q2	$7K	Sell	258 -16,488	-98%	-$435K	﹤0.01%	186
2014 Q1	$459K	Buy	+16,746	New	+$435K	0.29%	74

Other funds holding EMC

Lathrop Investment Management Little Rock, Arkansas $534M AUM 22.94% 1-Year Est. Return

Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.12B AUM 27.03% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $2.58B AUM 30.64% 1-Year Est. Return

Compton Capital Management Providence, Rhode Island $4.32M AUM 27.38% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return

Account Management Boxford, Massachusetts $91.3M AUM 10.03% 1-Year Est. Return

Osborn Williams & Donohoe Cincinnati, Ohio $762M AUM 2.74% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

Westpac Banking Corp Sydney, Australia $1.44B AUM 28.5% 1-Year Est. Return