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

Catamount 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
2015 Q1	–	Sell	-85	Closed	-$6K	–	179
2014 Q4	$6K	Buy	+85	New	+$5.14K	0.01%	99

Other funds holding M

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Catamount Wealth Management's M Position: Q1 2015 in Review

Catamount Wealth Management sold out of Macy's (M) in Q1 2015, closing a stake of 85 shares — an estimated $6K sold.

Catamount Wealth Management first reported a position in M in Q4 2014 and held it in 1 quarter. The position peaked at $6K in Q4 2014. 742 funds tracked by Wall St. Rank hold M as of Q1 2015.

Catamount Wealth Management reported no remaining Macy's position as of Q1 2015 after selling out during the quarter.
Catamount Wealth Management sold 85 Macy's shares in Q1 2015, an estimated $6K.
Catamount Wealth Management first reported a position in Macy's in Q4 2014 and held it in 1 quarter.
Catamount Wealth Management's Macy's position peaked at $6K in Q4 2014.
742 funds tracked by Wall St. Rank held Macy's as of Q1 2015.

Based on Catamount Wealth Management's 13F filing for Q1 2015, filed 22 Jun 2016.