FFA
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First Foundation Advisors’s Macy's M Stock Holding History

First Foundation 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
2016
Q3 		– Sell
-13,618
Closed -$458K – 308
2016
Q2 		$458K Buy
13,618
+4,000
+42% +$143K 0.03% 199
2016
Q1 		$424K Buy
9,618
+3,118
+48% +$129K 0.03% 189
2015
Q4 		$227K Buy
+6,500
New +$282K 0.02% 261

Other funds holding M

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Foundation Advisors's M Position: Q3 2016 in Review

First Foundation Advisors sold out of Macy's (M) in Q3 2016, closing a stake of 13,618 shares — an estimated $458K sold.

First Foundation Advisors first reported a position in M in Q4 2015 and held it in 3 quarters. The position peaked at $458K in Q2 2016. 638 funds tracked by Wall St. Rank hold M as of Q3 2016.

  • First Foundation Advisors reported no remaining Macy's position as of Q3 2016 after selling out during the quarter.
  • First Foundation Advisors sold 13,618 Macy's shares in Q3 2016, an estimated $458K.
  • First Foundation Advisors first reported a position in Macy's in Q4 2015 and held it in 3 quarters.
  • First Foundation Advisors's Macy's position peaked at $458K in Q2 2016.
  • 638 funds tracked by Wall St. Rank held Macy's as of Q3 2016.

Based on First Foundation Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.