Simplicity Solutions’s Macy's M Stock Holding History

Simplicity 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
2018 Q3	–	Sell	-20,611	Closed	-$772K	–	599
2018 Q2	$772K	Sell	20,611 -13,798	-40%	-$462K	0.06%	189
2018 Q1	$1.02M	Sell	34,409 -7,820	-19%	-$211K	0.09%	128
2017 Q4	$1.06M	Buy	+42,229	New	+$926K	0.1%	125

Other funds holding M

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

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Simplicity Solutions's M Position: Q3 2018 in Review

Simplicity Solutions sold out of Macy's (M) in Q3 2018, closing a stake of 20,611 shares — an estimated $772K sold.

Simplicity Solutions first reported a position in M in Q4 2017 and held it in 3 quarters. The position peaked at $1.06M in Q4 2017. 644 funds tracked by Wall St. Rank hold M as of Q3 2018.

Simplicity Solutions reported no remaining Macy's position as of Q3 2018 after selling out during the quarter.
Simplicity Solutions sold 20,611 Macy's shares in Q3 2018, an estimated $772K.
Simplicity Solutions first reported a position in Macy's in Q4 2017 and held it in 3 quarters.
Simplicity Solutions's Macy's position peaked at $1.06M in Q4 2017.
644 funds tracked by Wall St. Rank held Macy's as of Q3 2018.

Based on Simplicity Solutions's 13F filing for Q3 2018, filed 26 Oct 2018.