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Regal Investment Advisors’s Macy's M Stock Holding History

Regal Investment 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
Q4 		– Sell
-50,720
Closed -$1.76M – 355
2018
Q3 		$1.76M Buy
50,720
+8,263
+19% +$307K 0.37% 88
2018
Q2 		$1.59M Buy
+42,457
New +$1.42M 0.48% 65
2016
Q2 		– Sell
-5,366
Closed -$237K – 256
2016
Q1 		$237K Sell
5,366
-373
-6% -$15.4K 0.06% 225
2015
Q4 		$200K Buy
5,739
+5,209
+983% +$226K 0.05% 248
2015
Q3 		$27K Hold
530
– – 0.01% 512
2015
Q2 		$35K Sell
530
-40
-7% -$2.7K 0.01% 476
2015
Q1 		$37K Buy
570
+450
+375% +$29K 0.01% 466
2014
Q4 		$8K Buy
+120
New +$7.26K ﹤0.01% 666

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Regal Investment Advisors's M Position: Q4 2018 in Review

Regal Investment Advisors sold out of Macy's (M) in Q4 2018, closing a stake of 50,720 shares — an estimated $1.76M sold.

Regal Investment Advisors first reported a position in M in Q4 2014 and held it in 8 quarters. The position peaked at $1.76M in Q3 2018. 626 funds tracked by Wall St. Rank hold M as of Q4 2018.

  • Regal Investment Advisors reported no remaining Macy's position as of Q4 2018 after selling out during the quarter.
  • Regal Investment Advisors sold 50,720 Macy's shares in Q4 2018, an estimated $1.76M.
  • Regal Investment Advisors first reported a position in Macy's in Q4 2014 and held it in 8 quarters.
  • Regal Investment Advisors's Macy's position peaked at $1.76M in Q3 2018.
  • 626 funds tracked by Wall St. Rank held Macy's as of Q4 2018.

Based on Regal Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.