Loring Wolcott & Coolidge Fiduciary Advisors’s Macy's M Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 Q2	–	Sell	-56	Closed	-$1K	–	744
2019 Q1	$1K	Buy	+56	New	+$1.41K	﹤0.01%	681
2016 Q2	–	Sell	-206	Closed	-$9K	–	641
2016 Q1	$9K	Hold	206	–	–	﹤0.01%	545
2015 Q4	$7K	Hold	206	–	–	﹤0.01%	584
2015 Q3	$14K	Hold	206	–	–	﹤0.01%	516
2015 Q2	$14K	Hold	206	–	–	﹤0.01%	516
2015 Q1	$13K	Hold	206	–	–	﹤0.01%	543
2014 Q4	$14K	Hold	206	–	–	﹤0.01%	530
2014 Q3	$12K	Sell	206 -825	-80%	-$48.9K	﹤0.01%	523
2014 Q2	$60K	Sell	1,031 -275	-21%	-$16K	﹤0.01%	415
2014 Q1	$77K	Buy	+1,306	New	+$72.6K	﹤0.01%	368

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

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 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

CIM

Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors's M Position: Q2 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Macy's (M) in Q2 2019, closing a stake of 56 shares — an estimated $1K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in M in Q1 2014 and held it in 10 quarters. The position peaked at $77K in Q1 2014. 525 funds tracked by Wall St. Rank hold M as of Q2 2019.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Macy's position as of Q2 2019 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 56 Macy's shares in Q2 2019, an estimated $1K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Macy's in Q1 2014 and held it in 10 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Macy's position peaked at $77K in Q1 2014.
525 funds tracked by Wall St. Rank held Macy's as of Q2 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2019, filed 9 Aug 2019.