FFW
M icon

Fusion Family Wealth’s Macy's M Stock Holding History

Fusion Family Wealth’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
Q1 		– Sell
-1,644
Closed -$49K – 205
2018
Q4 		$49K Hold
1,644
– – 0.01% 113
2018
Q3 		$57K Hold
1,644
– – 0.02% 105
2018
Q2 		$62K Hold
1,644
– – 0.02% 115
2018
Q1 		$49K Hold
1,644
– – 0.02% 116
2017
Q4 		$41K Hold
1,644
– – 0.01% 139
2017
Q3 		$36K Buy
+1,644
New +$36.1K 0.01% 101

Other funds holding M

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fusion Family Wealth's M Position: Q1 2019 in Review

Fusion Family Wealth sold out of Macy's (M) in Q1 2019, closing a stake of 1,644 shares — an estimated $49K sold.

Fusion Family Wealth first reported a position in M in Q3 2017 and held it in 6 quarters. The position peaked at $62K in Q2 2018. 568 funds tracked by Wall St. Rank hold M as of Q1 2019.

  • Fusion Family Wealth reported no remaining Macy's position as of Q1 2019 after selling out during the quarter.
  • Fusion Family Wealth sold 1,644 Macy's shares in Q1 2019, an estimated $49K.
  • Fusion Family Wealth first reported a position in Macy's in Q3 2017 and held it in 6 quarters.
  • Fusion Family Wealth's Macy's position peaked at $62K in Q2 2018.
  • 568 funds tracked by Wall St. Rank held Macy's as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.