Institute for Wealth Management’s Macy's M Stock Holding History

Institute for 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
2019 Q1	–	Sell	-7,773	Closed	-$232K	–	463
2018 Q4	$232K	Buy	+7,773	New	+$256K	0.1%	226

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Institute for Wealth Management's M Position: Q1 2019 in Review

Institute for Wealth Management sold out of Macy's (M) in Q1 2019, closing a stake of 7,773 shares — an estimated $232K sold.

Institute for Wealth Management first reported a position in M in Q4 2018 and held it in 1 quarter. The position peaked at $232K in Q4 2018. 568 funds tracked by Wall St. Rank hold M as of Q1 2019.

Institute for Wealth Management reported no remaining Macy's position as of Q1 2019 after selling out during the quarter.
Institute for Wealth Management sold 7,773 Macy's shares in Q1 2019, an estimated $232K.
Institute for Wealth Management first reported a position in Macy's in Q4 2018 and held it in 1 quarter.
Institute for Wealth Management's Macy's position peaked at $232K in Q4 2018.
568 funds tracked by Wall St. Rank held Macy's as of Q1 2019.

Based on Institute for Wealth Management's 13F filing for Q1 2019, filed 15 May 2019.