Financial Architects (New Jersey)’s Macy's M Stock Holding History

Financial Architects (New Jersey)’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	-245	Closed	-$6K	–	1358
2019 Q1	$6K	Hold	245	–	–	﹤0.01%	1192
2018 Q4	$7K	Hold	245	–	–	﹤0.01%	1073
2018 Q3	$9K	Buy	245 +195	+390%	+$7.26K	﹤0.01%	1135
2018 Q2	$2K	Sell	50 -2,000	-98%	-$67K	﹤0.01%	1214
2018 Q1	$61K	Sell	2,050 -1,600	-44%	-$43.2K	0.01%	563
2017 Q4	$92K	Sell	3,650 -2,100	-37%	-$46.1K	0.02%	514
2017 Q3	$125K	Sell	5,750 -100	-2%	-$2.2K	0.02%	449
2017 Q2	$136K	Buy	5,850 +4,200	+255%	+$108K	0.02%	407
2017 Q1	$49K	Buy	+1,650	New	+$51K	0.01%	662
2016 Q3	–	Sell	-849	Closed	-$29K	–	1479
2016 Q2	$29K	Buy	+849	New	+$30.4K	0.01%	678
2015 Q3	–	Sell	-2,041	Closed	-$138K	–	608
2015 Q2	$138K	Buy	2,041 +600	+42%	+$40.5K	0.05%	246
2015 Q1	$94K	Buy	1,441 +1,335	+1,259%	+$85.9K	0.04%	292
2014 Q4	$7K	Sell	106 -43	-29%	-$2.6K	﹤0.01%	751
2014 Q3	$9K	Hold	149	–	–	﹤0.01%	631
2014 Q2	$9K	Buy	+149	New	+$8.65K	﹤0.01%	662

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

Financial Architects (New Jersey)'s M Position: Q2 2019 in Review

Financial Architects (New Jersey) sold out of Macy's (M) in Q2 2019, closing a stake of 245 shares — an estimated $6K sold.

Financial Architects (New Jersey) first reported a position in M in Q2 2014 and held it in 15 quarters. The position peaked at $138K in Q2 2015. 525 funds tracked by Wall St. Rank hold M as of Q2 2019.

Financial Architects (New Jersey) reported no remaining Macy's position as of Q2 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 245 Macy's shares in Q2 2019, an estimated $6K.
Financial Architects (New Jersey) first reported a position in Macy's in Q2 2014 and held it in 15 quarters.
Financial Architects (New Jersey)'s Macy's position peaked at $138K in Q2 2015.
525 funds tracked by Wall St. Rank held Macy's as of Q2 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2019, filed 14 Aug 2019.