Beese Fulmer Investment Management’s Macy's M Stock Holding History

Beese Fulmer Investment 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 Q3	–	Sell	-5,658	Closed	-$212K	–	197
2018 Q2	$212K	Buy	+5,658	New	+$190K	0.04%	180
2017 Q1	–	Sell	-5,998	Closed	-$215K	–	181
2016 Q4	$215K	Hold	5,998	–	–	0.06%	164
2016 Q3	$222K	Hold	5,998	–	–	0.06%	152
2016 Q2	$202K	Buy	5,998 +40	+0.7%	+$1.43K	0.06%	144
2016 Q1	$236K	Hold	5,958	–	–	0.07%	136
2015 Q4	$208K	Hold	5,958	–	–	0.06%	138
2015 Q3	$306K	Sell	5,958 -200	-3%	-$12.5K	0.1%	118
2015 Q2	$415K	Hold	6,158	–	–	0.13%	102
2015 Q1	$400K	Hold	6,158	–	–	0.13%	100
2014 Q4	$405K	Buy	6,158 +250	+4%	+$15.1K	0.13%	111
2014 Q3	$344K	Hold	5,908	–	–	0.11%	118
2014 Q2	$343K	Hold	5,908	–	–	0.11%	120
2014 Q1	$350K	Hold	5,908	–	–	0.12%	114
2013 Q4	$315K	Hold	5,908	–	–	0.11%	116
2013 Q3	$256K	Sell	5,908 -300	-5%	-$14K	0.1%	125
2013 Q2	$298K	Buy	+6,208	New	+$288K	0.13%	113

Other funds holding M

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beese Fulmer Investment Management's M Position: Q3 2018 in Review

Beese Fulmer Investment Management sold out of Macy's (M) in Q3 2018, closing a stake of 5,658 shares — an estimated $212K sold.

Beese Fulmer Investment Management first reported a position in M in Q2 2013 and held it in 16 quarters. The position peaked at $415K in Q2 2015. 644 funds tracked by Wall St. Rank hold M as of Q3 2018.

Beese Fulmer Investment Management reported no remaining Macy's position as of Q3 2018 after selling out during the quarter.
Beese Fulmer Investment Management sold 5,658 Macy's shares in Q3 2018, an estimated $212K.
Beese Fulmer Investment Management first reported a position in Macy's in Q2 2013 and held it in 16 quarters.
Beese Fulmer Investment Management's Macy's position peaked at $415K in Q2 2015.
644 funds tracked by Wall St. Rank held Macy's as of Q3 2018.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2018, filed 9 Oct 2018.