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Cascade Investment Advisors’s Macy's M Stock Holding History

Cascade Investment 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
2017
Q1 		– Sell
-784
Closed -$28.1K – 190
2016
Q4 		$28.1K Buy
+784
New +$30.5K 0.02% 128
2016
Q2 		$26.4K Buy
+784
New +$28.1K 0.03% 120

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Cascade Investment Advisors's M Position: Q1 2017 in Review

Cascade Investment Advisors sold out of Macy's (M) in Q1 2017, closing a stake of 784 shares — an estimated $28.1K sold.

Cascade Investment Advisors first reported a position in M in Q2 2016 and held it in 2 quarters. The position peaked at $28.1K in Q4 2016. 564 funds tracked by Wall St. Rank hold M as of Q1 2017.

  • Cascade Investment Advisors reported no remaining Macy's position as of Q1 2017 after selling out during the quarter.
  • Cascade Investment Advisors sold 784 Macy's shares in Q1 2017, an estimated $28.1K.
  • Cascade Investment Advisors first reported a position in Macy's in Q2 2016 and held it in 2 quarters.
  • Cascade Investment Advisors's Macy's position peaked at $28.1K in Q4 2016.
  • 564 funds tracked by Wall St. Rank held Macy's as of Q1 2017.

Based on Cascade Investment Advisors's 13F filing for Q1 2017, filed 1 May 2017.