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MinichMacGregor Wealth Management’s Tapestry TPR Stock Holding History

MinichMacGregor Wealth Management’s Portfolio TPR Stock Details TPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-491
Closed -$24K – 478
2018
Q3 		$24K Hold
491
– – 0.02% 202
2018
Q2 		$22K Hold
491
– – 0.02% 206
2018
Q1 		$25K Hold
491
– – 0.02% 187
2017
Q4 		$21K Buy
+491
New +$20.2K 0.02% 199
2016
Q4 		– Sell
-491
Closed -$17K – 502
2016
Q3 		$17K Buy
+491
New +$19.5K 0.02% 199

Other funds holding TPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MinichMacGregor Wealth Management's TPR Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Tapestry (TPR) in Q4 2018, closing a stake of 491 shares — an estimated $24K sold.

MinichMacGregor Wealth Management first reported a position in TPR in Q3 2016 and held it in 5 quarters. The position peaked at $25K in Q1 2018. 617 funds tracked by Wall St. Rank hold TPR as of Q4 2018.

  • MinichMacGregor Wealth Management reported no remaining Tapestry position as of Q4 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 491 Tapestry shares in Q4 2018, an estimated $24K.
  • MinichMacGregor Wealth Management first reported a position in Tapestry in Q3 2016 and held it in 5 quarters.
  • MinichMacGregor Wealth Management's Tapestry position peaked at $25K in Q1 2018.
  • 617 funds tracked by Wall St. Rank held Tapestry as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.