LBA Wealth Management’s Macy's M Stock Holding History

LBA 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
2017 Q1	$7K	Sell	225 -550	-71%	-$17K	﹤0.01%	342
2016 Q4	$28K	Hold	775	–	–	0.02%	233
2016 Q3	$29K	Buy	775 +10	+1%	+$362	0.02%	239
2016 Q2	$26K	Buy	765 +125	+20%	+$4.48K	0.01%	240
2016 Q1	$28K	Sell	640 -90	-12%	-$3.72K	0.02%	230
2015 Q4	$26K	Buy	730 +400	+121%	+$17.3K	0.02%	246
2015 Q3	$17K	Buy	330 +150	+83%	+$9.41K	0.01%	238
2015 Q2	$12K	Hold	180	–	–	0.01%	231
2015 Q1	$12K	Buy	+180	New	+$11.6K	0.01%	227

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

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

LBA Wealth Management's M Position: Q1 2017 in Review

LBA Wealth Management reduced its Macy's (M) stake by 71% in Q1 2017, selling an estimated $17K and leaving 225 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

LBA Wealth Management first reported a position in M in Q1 2015 and has held it in 9 quarters since. The position peaked at $29K in Q3 2016. 564 funds tracked by Wall St. Rank hold M as of Q1 2017.

LBA Wealth Management held 225 shares of Macy's worth $7K as of Q1 2017.
LBA Wealth Management sold 550 Macy's shares in Q1 2017, an estimated $17K.
Macy's made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #342 holding.
LBA Wealth Management first reported a position in Macy's in Q1 2015 and has held it in 9 quarters since.
LBA Wealth Management's Macy's position peaked at $29K in Q3 2016.
564 funds tracked by Wall St. Rank held Macy's as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.