Clear Perspective Advisors’s Macy's M Stock Holding History

Clear Perspective 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 Q2	–	Sell	-9,000	Closed	-$222K	–	191
2019 Q1	$222K	Hold	9,000	–	–	0.16%	130
2018 Q4	$268K	Hold	9,000	–	–	0.22%	108
2018 Q3	$313K	Hold	9,000	–	–	0.23%	114
2018 Q2	$337K	Buy	9,000 +6,000	+200%	+$201K	0.24%	106
2018 Q1	$89K	Buy	+3,000	New	+$81.1K	0.07%	197

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

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 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

CIM

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

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

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

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

Clear Perspective Advisors's M Position: Q2 2019 in Review

Clear Perspective Advisors sold out of Macy's (M) in Q2 2019, closing a stake of 9,000 shares — an estimated $222K sold.

Clear Perspective Advisors first reported a position in M in Q1 2018 and held it in 5 quarters. The position peaked at $337K in Q2 2018. 525 funds tracked by Wall St. Rank hold M as of Q2 2019.

Clear Perspective Advisors reported no remaining Macy's position as of Q2 2019 after selling out during the quarter.
Clear Perspective Advisors sold 9,000 Macy's shares in Q2 2019, an estimated $222K.
Clear Perspective Advisors first reported a position in Macy's in Q1 2018 and held it in 5 quarters.
Clear Perspective Advisors's Macy's position peaked at $337K in Q2 2018.
525 funds tracked by Wall St. Rank held Macy's as of Q2 2019.

Based on Clear Perspective Advisors's 13F filing for Q2 2019, filed 12 Aug 2019.