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Ground Swell Capital’s Macy's M Stock Holding History

Ground Swell Capital’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
Q3 		$35K Buy
594
+182
+44% +$10.8K 0.07% 311
2014
Q2 		$24K Buy
+412
New +$23.9K 0.05% 342

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T 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

Ground Swell Capital's M Position: Q3 2014 in Review

Ground Swell Capital increased its Macy's (M) stake by 44% in Q3 2014, buying an estimated $10.8K and bringing the position to 594 shares worth $35K. The position accounts for 0.07% of the portfolio, ranked #311.

Ground Swell Capital first reported a position in M in Q2 2014 and has held it in 2 quarters since. 681 funds tracked by Wall St. Rank hold M as of Q3 2014.

  • Ground Swell Capital held 594 shares of Macy's worth $35K as of Q3 2014.
  • Ground Swell Capital bought 182 Macy's shares in Q3 2014, an estimated $10.8K.
  • Macy's made up 0.07% of Ground Swell Capital's portfolio in Q3 2014, its #311 holding.
  • Ground Swell Capital first reported a position in Macy's in Q2 2014 and has held it in 2 quarters since.
  • 681 funds tracked by Wall St. Rank held Macy's as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.