GGPS
M icon

Gary Goldberg Planning Services’s Macy's M Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$6K Hold
84
– – ﹤0.01% 384
2014
Q3 		$5K Buy
+84
New +$4.98K ﹤0.01% 415

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gary Goldberg Planning Services's M Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Macy's (M) position steady in Q4 2014 at 84 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Gary Goldberg Planning Services first reported a position in M in Q3 2014 and has held it in 2 quarters since. 741 funds tracked by Wall St. Rank hold M as of Q4 2014.

  • Gary Goldberg Planning Services held 84 shares of Macy's worth $6K as of Q4 2014.
  • Gary Goldberg Planning Services left its Macy's share count unchanged in Q4 2014.
  • Macy's made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #384 holding.
  • Gary Goldberg Planning Services first reported a position in Macy's in Q3 2014 and has held it in 2 quarters since.
  • 741 funds tracked by Wall St. Rank held Macy's as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.