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Baystate Wealth Management’s Macy's M Stock Holding History

Baystate Wealth Management’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
-51
Closed -$2K – 703
2018
Q3 		$2K Buy
51
+1
+2% +$37 ﹤0.01% 530
2018
Q2 		$2K Hold
50
– – ﹤0.01% 550
2018
Q1 		$2K Hold
50
– – ﹤0.01% 512
2017
Q4 		$1K Hold
50
– – ﹤0.01% 587
2017
Q3 		$1K Sell
50
-1
-2% -$22 ﹤0.01% 569
2017
Q2 		$1K Buy
51
+1
+2% +$26 ﹤0.01% 595
2017
Q1 		$1K Buy
+50
New +$1.54K ﹤0.01% 561

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

Baystate Wealth Management's M Position: Q4 2018 in Review

Baystate Wealth Management sold out of Macy's (M) in Q4 2018, closing a stake of 51 shares — an estimated $2K sold.

Baystate Wealth Management first reported a position in M in Q1 2017 and held it in 7 quarters. The position peaked at $2K in Q3 2018. 626 funds tracked by Wall St. Rank hold M as of Q4 2018.

  • Baystate Wealth Management reported no remaining Macy's position as of Q4 2018 after selling out during the quarter.
  • Baystate Wealth Management sold 51 Macy's shares in Q4 2018, an estimated $2K.
  • Baystate Wealth Management first reported a position in Macy's in Q1 2017 and held it in 7 quarters.
  • Baystate Wealth Management's Macy's position peaked at $2K in Q3 2018.
  • 626 funds tracked by Wall St. Rank held Macy's as of Q4 2018.

Based on Baystate Wealth Management's 13F filing for Q4 2018, filed 24 Jan 2019.