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Forvis Mazars Wealth Advisors’s Macy's M Stock Holding History

Forvis Mazars Wealth 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
2015
Q4 		– Sell
-5,374
Closed -$276K – 197
2015
Q3 		$276K Buy
+5,374
New +$337K 0.05% 147

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Forvis Mazars Wealth Advisors's M Position: Q4 2015 in Review

Forvis Mazars Wealth Advisors sold out of Macy's (M) in Q4 2015, closing a stake of 5,374 shares — an estimated $276K sold.

Forvis Mazars Wealth Advisors first reported a position in M in Q3 2015 and held it in 1 quarter. The position peaked at $276K in Q3 2015. 646 funds tracked by Wall St. Rank hold M as of Q4 2015.

  • Forvis Mazars Wealth Advisors reported no remaining Macy's position as of Q4 2015 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 5,374 Macy's shares in Q4 2015, an estimated $276K.
  • Forvis Mazars Wealth Advisors first reported a position in Macy's in Q3 2015 and held it in 1 quarter.
  • Forvis Mazars Wealth Advisors's Macy's position peaked at $276K in Q3 2015.
  • 646 funds tracked by Wall St. Rank held Macy's as of Q4 2015.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2015, filed 26 Jan 2016.