HVIA
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Hudson Valley Investment Advisors’s Macy's M Stock Holding History

Hudson Valley Investment 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
2017
Q2 		– Sell
-6,800
Closed -$202K – 148
2017
Q1 		$202K Sell
6,800
-1,905
-22% -$58.9K 0.06% 141
2016
Q4 		$312K Sell
8,705
-1,345
-13% -$52.3K 0.09% 126
2016
Q3 		$372K Buy
10,050
+575
+6% +$20.8K 0.12% 118
2016
Q2 		$318K Sell
9,475
-75
-0.8% -$2.69K 0.1% 120
2016
Q1 		$421K Buy
9,550
+2,250
+31% +$93K 0.14% 109
2015
Q4 		$255K Buy
+7,300
New +$316K 0.08% 130

Other funds holding M

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Hudson Valley Investment Advisors's M Position: Q2 2017 in Review

Hudson Valley Investment Advisors sold out of Macy's (M) in Q2 2017, closing a stake of 6,800 shares — an estimated $202K sold.

Hudson Valley Investment Advisors first reported a position in M in Q4 2015 and held it in 6 quarters. The position peaked at $421K in Q1 2016. 522 funds tracked by Wall St. Rank hold M as of Q2 2017.

  • Hudson Valley Investment Advisors reported no remaining Macy's position as of Q2 2017 after selling out during the quarter.
  • Hudson Valley Investment Advisors sold 6,800 Macy's shares in Q2 2017, an estimated $202K.
  • Hudson Valley Investment Advisors first reported a position in Macy's in Q4 2015 and held it in 6 quarters.
  • Hudson Valley Investment Advisors's Macy's position peaked at $421K in Q1 2016.
  • 522 funds tracked by Wall St. Rank held Macy's as of Q2 2017.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2017, filed 17 Jul 2017.