MWM
M icon

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

MinichMacGregor 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
2018
Q3 		– Sell
-1,959
Closed -$71K – 556
2018
Q2 		$71K Buy
+1,959
New +$65.7K 0.05% 94
2016
Q1 		– Sell
-8
Closed – – 463
2015
Q4 		$0 Buy
+8
New +$347 ﹤0.01% 392

Other funds holding M

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MinichMacGregor Wealth Management's M Position: Q3 2018 in Review

MinichMacGregor Wealth Management sold out of Macy's (M) in Q3 2018, closing a stake of 1,959 shares — an estimated $71K sold.

MinichMacGregor Wealth Management first reported a position in M in Q4 2015 and held it in 2 quarters. The position peaked at $71K in Q2 2018. 644 funds tracked by Wall St. Rank hold M as of Q3 2018.

  • MinichMacGregor Wealth Management reported no remaining Macy's position as of Q3 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 1,959 Macy's shares in Q3 2018, an estimated $71K.
  • MinichMacGregor Wealth Management first reported a position in Macy's in Q4 2015 and held it in 2 quarters.
  • MinichMacGregor Wealth Management's Macy's position peaked at $71K in Q2 2018.
  • 644 funds tracked by Wall St. Rank held Macy's as of Q3 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2018, filed 17 Oct 2018.