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Braun-Bostich & Associates’s Macy's M Stock Holding History

Braun-Bostich & Associates’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
2019
Q3 		– Sell
-1,660
Closed -$36K – 210
2019
Q2 		$36K Hold
1,660
– – 0.04% 201
2019
Q1 		$40K Hold
1,660
– – 0.04% 206
2018
Q4 		$49K Buy
1,660
+1,009
+155% +$33.2K 0.05% 175
2018
Q3 		$23K Hold
651
– – 0.02% 222
2018
Q2 		$24K Sell
651
-301
-32% -$10.1K 0.02% 210
2018
Q1 		$28K Hold
952
– – 0.02% 202
2017
Q4 		$24K Buy
+952
New +$20.9K 0.02% 211

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
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 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
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Braun-Bostich & Associates's M Position: Q3 2019 in Review

Braun-Bostich & Associates sold out of Macy's (M) in Q3 2019, closing a stake of 1,660 shares — an estimated $36K sold.

Braun-Bostich & Associates first reported a position in M in Q4 2017 and held it in 7 quarters. The position peaked at $49K in Q4 2018. 513 funds tracked by Wall St. Rank hold M as of Q3 2019.

  • Braun-Bostich & Associates reported no remaining Macy's position as of Q3 2019 after selling out during the quarter.
  • Braun-Bostich & Associates sold 1,660 Macy's shares in Q3 2019, an estimated $36K.
  • Braun-Bostich & Associates first reported a position in Macy's in Q4 2017 and held it in 7 quarters.
  • Braun-Bostich & Associates's Macy's position peaked at $49K in Q4 2018.
  • 513 funds tracked by Wall St. Rank held Macy's as of Q3 2019.

Based on Braun-Bostich & Associates's 13F filing for Q3 2019, filed 14 Nov 2019.