Claro Advisors’s Macy's M Stock Holding History

Claro 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
2019 Q1	–	Sell	-325	Closed	-$11K	–	619
2018 Q4	$11K	Buy	+325	New	+$10.7K	0.01%	657

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Claro Advisors's M Position: Q1 2019 in Review

Claro Advisors sold out of Macy's (M) in Q1 2019, closing a stake of 325 shares — an estimated $11K sold.

Claro Advisors first reported a position in M in Q4 2018 and held it in 1 quarter. The position peaked at $11K in Q4 2018. 568 funds tracked by Wall St. Rank hold M as of Q1 2019.

Claro Advisors reported no remaining Macy's position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 325 Macy's shares in Q1 2019, an estimated $11K.
Claro Advisors first reported a position in Macy's in Q4 2018 and held it in 1 quarter.
Claro Advisors's Macy's position peaked at $11K in Q4 2018.
568 funds tracked by Wall St. Rank held Macy's as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.