Burt Wealth Advisors’s Macy's M Stock Holding History

Burt Wealth Advisors’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
2020 Q2	–	Sell	-178	Closed	-$1K	–	427
2020 Q1	$1K	Hold	178	–	–	﹤0.01%	377
2019 Q4	$3K	Hold	178	–	–	﹤0.01%	307
2019 Q3	$3K	Hold	178	–	–	﹤0.01%	310
2019 Q2	$4K	Hold	178	–	–	﹤0.01%	305
2019 Q1	$4K	Hold	178	–	–	﹤0.01%	311
2018 Q4	$5K	Hold	178	–	–	﹤0.01%	306
2018 Q3	$6K	Hold	178	–	–	﹤0.01%	318
2018 Q2	$7K	Hold	178	–	–	﹤0.01%	299
2018 Q1	$5K	Hold	178	–	–	﹤0.01%	315
2017 Q4	$4K	Buy	+178	New	+$3.9K	﹤0.01%	317
2016 Q1	–	Sell	-77	Closed	-$2K	–	703
2015 Q4	$2K	Buy	+77	New	+$3.34K	﹤0.01%	455

Other funds holding M

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CIM

Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Burt Wealth Advisors's M Position: Q2 2020 in Review

Burt Wealth Advisors sold out of Macy's (M) in Q2 2020, closing a stake of 178 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in M in Q4 2015 and held it in 11 quarters. The position peaked at $7K in Q2 2018. 377 funds tracked by Wall St. Rank hold M as of Q2 2020.

Burt Wealth Advisors reported no remaining Macy's position as of Q2 2020 after selling out during the quarter.
Burt Wealth Advisors sold 178 Macy's shares in Q2 2020, an estimated $1K.
Burt Wealth Advisors first reported a position in Macy's in Q4 2015 and held it in 11 quarters.
Burt Wealth Advisors's Macy's position peaked at $7K in Q2 2018.
377 funds tracked by Wall St. Rank held Macy's as of Q2 2020.

Based on Burt Wealth Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.