FAIM
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Financial Advocates Investment Management’s Macy's M Stock Holding History

Financial Advocates Investment 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
2018
Q4 		– Sell
-5,972
Closed -$207K – 479
2018
Q3 		$207K Buy
+5,972
New +$222K 0.02% 475

Other funds holding M

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Advocates Investment Management's M Position: Q4 2018 in Review

Financial Advocates Investment Management sold out of Macy's (M) in Q4 2018, closing a stake of 5,972 shares — an estimated $207K sold.

Financial Advocates Investment Management first reported a position in M in Q3 2018 and held it in 1 quarter. The position peaked at $207K in Q3 2018. 627 funds tracked by Wall St. Rank hold M as of Q4 2018.

  • Financial Advocates Investment Management reported no remaining Macy's position as of Q4 2018 after selling out during the quarter.
  • Financial Advocates Investment Management sold 5,972 Macy's shares in Q4 2018, an estimated $207K.
  • Financial Advocates Investment Management first reported a position in Macy's in Q3 2018 and held it in 1 quarter.
  • Financial Advocates Investment Management's Macy's position peaked at $207K in Q3 2018.
  • 627 funds tracked by Wall St. Rank held Macy's as of Q4 2018.

Based on Financial Advocates Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.