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Plante Moran Financial Advisors’s Macy's M Stock Holding History

Plante Moran Financial 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
2018
Q2 		– Sell
-240
Closed -$7K – 908
2018
Q1 		$7K Hold
240
– – ﹤0.01% 665
2017
Q4 		$6K Hold
240
– – ﹤0.01% 678
2017
Q3 		$5K Buy
+240
New +$5.28K ﹤0.01% 653
2017
Q2 		– Sell
-10
Closed – – 877
2017
Q1 		$0 Sell
10
-1,000
-99% -$30.9K ﹤0.01% 961
2016
Q4 		$36K Buy
1,010
+1,000
+10,000% +$38.9K 0.02% 386
2016
Q3 		$0 Hold
10
– – ﹤0.01% 968
2016
Q2 		$0 Sell
10
-25
-71% -$895 ﹤0.01% 924
2016
Q1 		$2K Sell
35
-50
-59% -$2.07K ﹤0.01% 731
2015
Q4 		$3K Hold
85
– – ﹤0.01% 823
2015
Q3 		$4K Sell
85
-702
-89% -$44K ﹤0.01% 616
2015
Q2 		$53K Buy
787
+44
+6% +$2.97K 0.04% 285
2015
Q1 		$48K Sell
743
-192
-21% -$12.4K 0.03% 289
2014
Q4 		$61K Hold
935
– – 0.04% 247
2014
Q3 		$54K Buy
935
+215
+30% +$12.7K 0.05% 246
2014
Q2 		$42K Buy
720
+610
+555% +$35.4K 0.04% 260
2014
Q1 		$7K Sell
110
-1,941
-95% -$108K 0.01% 429
2013
Q4 		$110K Buy
2,051
+1,941
+1,765% +$94.1K 0.06% 144
2013
Q3 		$5K Buy
110
+25
+29% +$1.17K ﹤0.01% 473
2013
Q2 		$4K Buy
+85
New +$3.95K ﹤0.01% 470

Other funds holding M

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Plante Moran Financial Advisors's M Position: Q2 2018 in Review

Plante Moran Financial Advisors sold out of Macy's (M) in Q2 2018, closing a stake of 240 shares — an estimated $7K sold.

Plante Moran Financial Advisors first reported a position in M in Q2 2013 and held it in 19 quarters. The position peaked at $110K in Q4 2013. 635 funds tracked by Wall St. Rank hold M as of Q2 2018.

  • Plante Moran Financial Advisors reported no remaining Macy's position as of Q2 2018 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 240 Macy's shares in Q2 2018, an estimated $7K.
  • Plante Moran Financial Advisors first reported a position in Macy's in Q2 2013 and held it in 19 quarters.
  • Plante Moran Financial Advisors's Macy's position peaked at $110K in Q4 2013.
  • 635 funds tracked by Wall St. Rank held Macy's as of Q2 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2018, filed 26 Jul 2018.