Certified Advisory Corp’s Macy's M Stock Holding History

Certified Advisory Corp’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	-31	Closed	-$1K	–	817
2019 Q2	$1K	Hold	31	–	–	﹤0.01%	773
2019 Q1	$1K	Hold	31	–	–	﹤0.01%	719
2018 Q4	$1K	Hold	31	–	–	﹤0.01%	714
2018 Q3	$1K	Sell	31 -200	-87%	-$7.44K	﹤0.01%	748
2018 Q2	$8K	Buy	231 +200	+645%	+$6.7K	﹤0.01%	577
2018 Q1	$0	Buy	+31	New	+$838	﹤0.01%	764

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

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Certified Advisory Corp's M Position: Q3 2019 in Review

Certified Advisory Corp sold out of Macy's (M) in Q3 2019, closing a stake of 31 shares — an estimated $1K sold.

Certified Advisory Corp first reported a position in M in Q1 2018 and held it in 6 quarters. The position peaked at $8K in Q2 2018. 513 funds tracked by Wall St. Rank hold M as of Q3 2019.

Certified Advisory Corp reported no remaining Macy's position as of Q3 2019 after selling out during the quarter.
Certified Advisory Corp sold 31 Macy's shares in Q3 2019, an estimated $1K.
Certified Advisory Corp first reported a position in Macy's in Q1 2018 and held it in 6 quarters.
Certified Advisory Corp's Macy's position peaked at $8K in Q2 2018.
513 funds tracked by Wall St. Rank held Macy's as of Q3 2019.

Based on Certified Advisory Corp's 13F filing for Q3 2019, filed 12 Nov 2019.