JOYN Advisors’s Macy's M Stock Holding History

JOYN 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
2019 Q1	–	Sell	-118	Closed	-$4K	–	850
2018 Q4	$4K	Buy	118 +40	+51%	+$1.32K	﹤0.01%	1318
2018 Q3	$3K	Buy	78 +14	+22%	+$521	﹤0.01%	1358
2018 Q2	$2K	Sell	64 -109	-63%	-$3.65K	﹤0.01%	1430
2018 Q1	$5K	Buy	+173	New	+$4.67K	﹤0.01%	865

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

JOYN Advisors's M Position: Q1 2019 in Review

JOYN Advisors sold out of Macy's (M) in Q1 2019, closing a stake of 118 shares — an estimated $4K sold.

JOYN Advisors first reported a position in M in Q1 2018 and held it in 4 quarters. The position peaked at $5K in Q1 2018. 568 funds tracked by Wall St. Rank hold M as of Q1 2019.

JOYN Advisors reported no remaining Macy's position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 118 Macy's shares in Q1 2019, an estimated $4K.
JOYN Advisors first reported a position in Macy's in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Macy's position peaked at $5K in Q1 2018.
568 funds tracked by Wall St. Rank held Macy's as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.