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Mark Sheptoff Financial Planning’s Macy's M Stock Holding History

Mark Sheptoff Financial Planning’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
-700
Closed -$31K – 365
2016
Q1 		$31K Buy
+700
New +$28.9K 0.03% 179
2015
Q4 		– Sell
-200
Closed -$10K – 410
2015
Q3 		$10K Hold
200
– – 0.01% 251
2015
Q2 		$13K Buy
+200
New +$13.5K 0.01% 255

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $871B AUM 31.28% 1-Year Est. Return

Mark Sheptoff Financial Planning's M Position: Q2 2016 in Review

Mark Sheptoff Financial Planning sold out of Macy's (M) in Q2 2016, closing a stake of 700 shares — an estimated $31K sold.

Mark Sheptoff Financial Planning first reported a position in M in Q2 2015 and held it in 3 quarters. The position peaked at $31K in Q1 2016. 624 funds tracked by Wall St. Rank hold M as of Q2 2016.

  • Mark Sheptoff Financial Planning reported no remaining Macy's position as of Q2 2016 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 700 Macy's shares in Q2 2016, an estimated $31K.
  • Mark Sheptoff Financial Planning first reported a position in Macy's in Q2 2015 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's Macy's position peaked at $31K in Q1 2016.
  • 624 funds tracked by Wall St. Rank held Macy's as of Q2 2016.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2016, filed 9 Aug 2016.