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Avantax Planning Partners’s Macy's M Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-160
Closed -$6K – 821
2018
Q3 		$6K Buy
+160
New +$5.95K ﹤0.01% 1036
2018
Q2 		– Sell
-24,210
Closed -$720K – 941
2018
Q1 		$720K Buy
24,210
+148
+0.6% +$4K 0.06% 135
2017
Q4 		$606K Buy
24,062
+31
+0.1% +$680 0.06% 147
2017
Q3 		$524K Buy
+24,031
New +$528K 0.04% 202

Other funds holding M

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Planning Partners's M Position: Q4 2018 in Review

Avantax Planning Partners sold out of Macy's (M) in Q4 2018, closing a stake of 160 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in M in Q3 2017 and held it in 4 quarters. The position peaked at $720K in Q1 2018. 626 funds tracked by Wall St. Rank hold M as of Q4 2018.

  • Avantax Planning Partners reported no remaining Macy's position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 160 Macy's shares in Q4 2018, an estimated $6K.
  • Avantax Planning Partners first reported a position in Macy's in Q3 2017 and held it in 4 quarters.
  • Avantax Planning Partners's Macy's position peaked at $720K in Q1 2018.
  • 626 funds tracked by Wall St. Rank held Macy's as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.