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Integrated Wealth Counsel’s Macy's M Stock Holding History

Integrated Wealth Counsel’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
2016
Q4 		$5K Hold
147
– – 0.01% 189
2016
Q3 		$5K Buy
+147
New +$5.33K 0.01% 180

Other funds holding M

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Integrated Wealth Counsel's M Position: Q4 2016 in Review

Integrated Wealth Counsel held its Macy's (M) position steady in Q4 2016 at 147 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #189.

Integrated Wealth Counsel first reported a position in M in Q3 2016 and has held it in 2 quarters since. 645 funds tracked by Wall St. Rank hold M as of Q4 2016.

  • Integrated Wealth Counsel held 147 shares of Macy's worth $5K as of Q4 2016.
  • Integrated Wealth Counsel left its Macy's share count unchanged in Q4 2016.
  • Macy's made up 0.01% of Integrated Wealth Counsel's portfolio in Q4 2016, its #189 holding.
  • Integrated Wealth Counsel first reported a position in Macy's in Q3 2016 and has held it in 2 quarters since.
  • 645 funds tracked by Wall St. Rank held Macy's as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.