Personal CFO Solutions’s Macy's M Stock Holding History

Personal CFO Solutions’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
2020 Q1	–	Sell	-19,777	Closed	-$333K	–	331
2019 Q4	$333K	Sell	19,777 -11,351	-36%	-$178K	0.1%	185
2019 Q3	$491K	Buy	+31,128	New	+$576K	0.2%	130

Other funds holding M

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

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

CIM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

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

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

Personal CFO Solutions's M Position: Q1 2020 in Review

Personal CFO Solutions sold out of Macy's (M) in Q1 2020, closing a stake of 19,777 shares — an estimated $333K sold.

Personal CFO Solutions first reported a position in M in Q3 2019 and held it in 2 quarters. The position peaked at $491K in Q3 2019. 430 funds tracked by Wall St. Rank hold M as of Q1 2020.

Personal CFO Solutions reported no remaining Macy's position as of Q1 2020 after selling out during the quarter.
Personal CFO Solutions sold 19,777 Macy's shares in Q1 2020, an estimated $333K.
Personal CFO Solutions first reported a position in Macy's in Q3 2019 and held it in 2 quarters.
Personal CFO Solutions's Macy's position peaked at $491K in Q3 2019.
430 funds tracked by Wall St. Rank held Macy's as of Q1 2020.

Based on Personal CFO Solutions's 13F filing for Q1 2020, filed 30 Apr 2020.