AWS
M icon

Aris Wealth Services’s Macy's M Stock Holding History

Aris Wealth Services’s Portfolio M Stock Details M Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$4K Sell
73
-1,485
-95% -$93.1K 0.01% 286
2015
Q2 		$105K Buy
1,558
+103
+7% +$6.96K 0.1% 144
2015
Q1 		$94K Buy
+1,455
New +$93.6K 0.09% 145

Other funds holding M

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aris Wealth Services's M Position: Q3 2015 in Review

Aris Wealth Services reduced its Macy's (M) stake by 95% in Q3 2015, selling an estimated $93.1K and leaving 73 shares worth $4K. The position accounts for 0.01% of the portfolio, ranked #286.

Aris Wealth Services first reported a position in M in Q1 2015 and has held it in 3 quarters since. The position peaked at $105K in Q2 2015. 711 funds tracked by Wall St. Rank hold M as of Q3 2015.

  • Aris Wealth Services held 73 shares of Macy's worth $4K as of Q3 2015.
  • Aris Wealth Services sold 1,485 Macy's shares in Q3 2015, an estimated $93.1K.
  • Macy's made up 0.01% of Aris Wealth Services's portfolio in Q3 2015, its #286 holding.
  • Aris Wealth Services first reported a position in Macy's in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Macy's position peaked at $105K in Q2 2015.
  • 711 funds tracked by Wall St. Rank held Macy's as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.