Icon Wealth Partners’s Macy's M Stock Holding History

Icon Wealth Partners’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
2018 Q4	–	Sell	-2,932	Closed	-$102K	–	239
2018 Q3	$102K	Buy	+2,932	New	+$109K	0.04%	267
2018 Q1	–	Sell	-3,741	Closed	-$94K	–	537
2017 Q4	$94K	Buy	+3,741	New	+$82.1K	0.05%	286

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

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

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

Icon Wealth Partners's M Position: Q4 2018 in Review

Icon Wealth Partners sold out of Macy's (M) in Q4 2018, closing a stake of 2,932 shares — an estimated $102K sold.

Icon Wealth Partners first reported a position in M in Q4 2017 and held it in 2 quarters. The position peaked at $102K in Q3 2018. 626 funds tracked by Wall St. Rank hold M as of Q4 2018.

Icon Wealth Partners reported no remaining Macy's position as of Q4 2018 after selling out during the quarter.
Icon Wealth Partners sold 2,932 Macy's shares in Q4 2018, an estimated $102K.
Icon Wealth Partners first reported a position in Macy's in Q4 2017 and held it in 2 quarters.
Icon Wealth Partners's Macy's position peaked at $102K in Q3 2018.
626 funds tracked by Wall St. Rank held Macy's as of Q4 2018.

Based on Icon Wealth Partners's 13F filing for Q4 2018, filed 14 Feb 2019.