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

Destination 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
2019 Q3	–	Sell	-1,844	Closed	-$40K	–	344
2019 Q2	$40K	Sell	1,844 -500	-21%	-$11.4K	﹤0.01%	301
2019 Q1	$56K	Buy	2,344 +500	+27%	+$12.6K	﹤0.01%	247
2018 Q4	$55K	Sell	1,844 -277	-13%	-$9.12K	﹤0.01%	243
2018 Q3	$74K	Hold	2,121	–	–	﹤0.01%	238
2018 Q2	$79K	Sell	2,121 -522	-20%	-$17.5K	﹤0.01%	215
2018 Q1	$132K	Buy	+2,643	New	+$71.4K	0.01%	167

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

Destination Wealth Management's M Position: Q3 2019 in Review

Destination Wealth Management sold out of Macy's (M) in Q3 2019, closing a stake of 1,844 shares — an estimated $40K sold.

Destination Wealth Management first reported a position in M in Q1 2018 and held it in 6 quarters. The position peaked at $132K in Q1 2018. 513 funds tracked by Wall St. Rank hold M as of Q3 2019.

Destination Wealth Management reported no remaining Macy's position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 1,844 Macy's shares in Q3 2019, an estimated $40K.
Destination Wealth Management first reported a position in Macy's in Q1 2018 and held it in 6 quarters.
Destination Wealth Management's Macy's position peaked at $132K in Q1 2018.
513 funds tracked by Wall St. Rank held Macy's as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.