SMFS
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Squar Milner Financial Services’s Macy's M Stock Holding History

Squar Milner Financial Services’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
2019
Q3 		– Sell
-200
Closed -$4K – 506
2019
Q2 		$4K Buy
+200
New +$4.55K ﹤0.01% 628
2018
Q3 		– Sell
-200
Closed -$7K – 823
2018
Q2 		$7K Buy
+200
New +$6.7K 0.01% 650

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
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 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
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Squar Milner Financial Services's M Position: Q3 2019 in Review

Squar Milner Financial Services sold out of Macy's (M) in Q3 2019, closing a stake of 200 shares — an estimated $4K sold.

Squar Milner Financial Services first reported a position in M in Q2 2018 and held it in 2 quarters. The position peaked at $7K in Q2 2018. 514 funds tracked by Wall St. Rank hold M as of Q3 2019.

  • Squar Milner Financial Services reported no remaining Macy's position as of Q3 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 200 Macy's shares in Q3 2019, an estimated $4K.
  • Squar Milner Financial Services first reported a position in Macy's in Q2 2018 and held it in 2 quarters.
  • Squar Milner Financial Services's Macy's position peaked at $7K in Q2 2018.
  • 514 funds tracked by Wall St. Rank held Macy's as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.