Guardian Investor Services’s Macy's M Stock Holding History

Guardian Investor 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
2015 Q1	$153K	Sell	2,353 -36	-2%	-$2.32K	0.12%	213
2014 Q4	$157K	Sell	2,389 -116	-5%	-$7.02K	0.12%	200
2014 Q3	$146K	Sell	2,505 -236	-9%	-$14K	0.12%	206
2014 Q2	$159K	Sell	2,741 -101	-4%	-$5.86K	0.12%	203
2014 Q1	$169K	Sell	2,842 -174	-6%	-$9.67K	0.13%	190
2013 Q4	$161K	Sell	3,016 -58	-2%	-$2.81K	0.12%	198
2013 Q3	$133K	Sell	3,074 -137	-4%	-$6.4K	0.11%	215
2013 Q2	$154K	Buy	+3,211	New	+$149K	0.13%	184

Other funds holding M

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guardian Investor Services's M Position: Q1 2015 in Review

Guardian Investor Services reduced its Macy's (M) stake by 1.5% in Q1 2015, selling an estimated $2.32K and leaving 2,353 shares worth $153K. The position accounts for 0.12% of the portfolio, ranked #213.

Guardian Investor Services first reported a position in M in Q2 2013 and has held it in 8 quarters since. The position peaked at $169K in Q1 2014. 743 funds tracked by Wall St. Rank hold M as of Q1 2015.

Guardian Investor Services held 2,353 shares of Macy's worth $153K as of Q1 2015.
Guardian Investor Services sold 36 Macy's shares in Q1 2015, an estimated $2.32K.
Macy's made up 0.12% of Guardian Investor Services's portfolio in Q1 2015, its #213 holding.
Guardian Investor Services first reported a position in Macy's in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's Macy's position peaked at $169K in Q1 2014.
743 funds tracked by Wall St. Rank held Macy's as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.