IAA
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Independent Advisor Alliance’s Macy's M Stock Holding History

Independent Advisor Alliance’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
-13,416
Closed -$424K – 436
2018
Q3 		$424K Buy
13,416
+612
+5% +$22.8K 0.08% 212
2018
Q2 		$471K Sell
12,804
-7
-0.1% -$235 0.1% 193
2018
Q1 		$373K Buy
12,811
+4,481
+54% +$121K 0.08% 225
2017
Q4 		$204K Buy
+8,330
New +$183K 0.05% 296

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Independent Advisor Alliance's M Position: Q4 2018 in Review

Independent Advisor Alliance sold out of Macy's (M) in Q4 2018, closing a stake of 13,416 shares — an estimated $424K sold.

Independent Advisor Alliance first reported a position in M in Q4 2017 and held it in 4 quarters. The position peaked at $471K in Q2 2018. 626 funds tracked by Wall St. Rank hold M as of Q4 2018.

  • Independent Advisor Alliance reported no remaining Macy's position as of Q4 2018 after selling out during the quarter.
  • Independent Advisor Alliance sold 13,416 Macy's shares in Q4 2018, an estimated $424K.
  • Independent Advisor Alliance first reported a position in Macy's in Q4 2017 and held it in 4 quarters.
  • Independent Advisor Alliance's Macy's position peaked at $471K in Q2 2018.
  • 626 funds tracked by Wall St. Rank held Macy's as of Q4 2018.

Based on Independent Advisor Alliance's 13F filing for Q4 2018, filed 12 Feb 2019.