HCR Wealth Advisors’s Macy's M Stock Holding History

HCR Wealth Advisors’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 Q2	–	Sell	-18,250	Closed	-$17.4M	–	173
2019 Q1	$17.4M	Buy	+18,250	New	+$461K	4.99%	5

Other funds holding M

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIM

Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HCR Wealth Advisors's M Position: Q2 2019 in Review

HCR Wealth Advisors sold out of Macy's (M) in Q2 2019, closing a stake of 18,250 shares — an estimated $17.4M sold.

HCR Wealth Advisors first reported a position in M in Q1 2019 and held it in 1 quarter. The position peaked at $17.4M in Q1 2019. 525 funds tracked by Wall St. Rank hold M as of Q2 2019.

HCR Wealth Advisors reported no remaining Macy's position as of Q2 2019 after selling out during the quarter.
HCR Wealth Advisors sold 18,250 Macy's shares in Q2 2019, an estimated $17.4M.
HCR Wealth Advisors first reported a position in Macy's in Q1 2019 and held it in 1 quarter.
HCR Wealth Advisors's Macy's position peaked at $17.4M in Q1 2019.
525 funds tracked by Wall St. Rank held Macy's as of Q2 2019.

Based on HCR Wealth Advisors's 13F filing for Q2 2019, filed 25 Jul 2019.