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

Doyle 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	-571	Closed	-$12K	–	516
2019 Q2	$12K	Buy	+571	New	+$13K	﹤0.01%	594
2019 Q1	–	Sell	-565	Closed	-$17K	–	501
2018 Q4	$17K	Sell	565 -23,181	-98%	-$763K	﹤0.01%	539
2018 Q3	$825K	Sell	23,746 -3,421	-13%	-$127K	0.13%	79
2018 Q2	$1.02M	Sell	27,167 -603	-2%	-$20.2K	0.17%	69
2018 Q1	$826K	Buy	27,770 +2,265	+9%	+$61.2K	0.14%	76
2017 Q4	$642K	Buy	+25,505	New	+$560K	0.11%	86

Other funds holding M

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 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 $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Doyle Wealth Management sold out of Macy's (M) in Q3 2019, closing a stake of 571 shares — an estimated $12K sold.

Doyle Wealth Management first reported a position in M in Q4 2017 and held it in 6 quarters. The position peaked at $1.02M in Q2 2018. 514 funds tracked by Wall St. Rank hold M as of Q3 2019.

Doyle Wealth Management reported no remaining Macy's position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 571 Macy's shares in Q3 2019, an estimated $12K.
Doyle Wealth Management first reported a position in Macy's in Q4 2017 and held it in 6 quarters.
Doyle Wealth Management's Macy's position peaked at $1.02M in Q2 2018.
514 funds tracked by Wall St. Rank held Macy's as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.