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Laird Norton Wetherby Wealth Management’s Macy's M Stock Holding History

Laird Norton Wetherby 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
2016
Q2 		– Sell
-6,714
Closed -$296K – 517
2016
Q1 		$296K Buy
+6,714
New +$277K 0.07% 333
2015
Q4 		– Sell
-5,616
Closed -$288K – 477
2015
Q3 		$288K Sell
5,616
-164
-3% -$10.3K 0.07% 320
2015
Q2 		$390K Sell
5,780
-183
-3% -$12.4K 0.09% 260
2015
Q1 		$387K Buy
5,963
+32
+0.5% +$2.06K 0.09% 266
2014
Q4 		$390K Sell
5,931
-987
-14% -$59.7K 0.1% 245
2014
Q3 		$403K Buy
6,918
+115
+2% +$6.82K 0.11% 224
2014
Q2 		$395K Buy
6,803
+205
+3% +$11.9K 0.11% 227
2014
Q1 		$391K Buy
6,598
+48
+0.7% +$2.67K 0.11% 227
2013
Q4 		$350K Buy
6,550
+315
+5% +$15.3K 0.1% 248
2013
Q3 		$270K Buy
6,235
+919
+17% +$42.9K 0.08% 300
2013
Q2 		$256K Buy
+5,316
New +$247K 0.09% 278

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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's M Position: Q2 2016 in Review

Laird Norton Wetherby Wealth Management sold out of Macy's (M) in Q2 2016, closing a stake of 6,714 shares — an estimated $296K sold.

Laird Norton Wetherby Wealth Management first reported a position in M in Q2 2013 and held it in 11 quarters. The position peaked at $403K in Q3 2014. 625 funds tracked by Wall St. Rank hold M as of Q2 2016.

  • Laird Norton Wetherby Wealth Management reported no remaining Macy's position as of Q2 2016 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 6,714 Macy's shares in Q2 2016, an estimated $296K.
  • Laird Norton Wetherby Wealth Management first reported a position in Macy's in Q2 2013 and held it in 11 quarters.
  • Laird Norton Wetherby Wealth Management's Macy's position peaked at $403K in Q3 2014.
  • 625 funds tracked by Wall St. Rank held Macy's as of Q2 2016.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2016, filed 10 Aug 2016.