GWM
M icon

Gupta Wealth Management’s Macy's M Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$53K Sell
1,208
-34
-3% -$1.41K 0.01% 433
2015
Q4 		$43K Buy
1,242
+518
+72% +$22.4K 0.01% 457
2015
Q3 		$37K Hold
724
– – 0.01% 516
2015
Q2 		$49K Buy
724
+500
+223% +$33.8K 0.01% 472
2015
Q1 		$15K Buy
+224
New +$14.4K ﹤0.01% 676

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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $112B AUM 36.28% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Gupta Wealth Management's M Position: Q1 2016 in Review

Gupta Wealth Management reduced its Macy's (M) stake by 2.7% in Q1 2016, selling an estimated $1.41K and leaving 1,208 shares worth $53K. The position accounts for 0.01% of the portfolio, ranked #433.

Gupta Wealth Management first reported a position in M in Q1 2015 and has held it in 5 quarters since. 683 funds tracked by Wall St. Rank hold M as of Q1 2016.

  • Gupta Wealth Management held 1,208 shares of Macy's worth $53K as of Q1 2016.
  • Gupta Wealth Management sold 34 Macy's shares in Q1 2016, an estimated $1.41K.
  • Macy's made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #433 holding.
  • Gupta Wealth Management first reported a position in Macy's in Q1 2015 and has held it in 5 quarters since.
  • 683 funds tracked by Wall St. Rank held Macy's as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.