WA
M icon

Waverly Advisors’s Macy's M Stock Holding History

Waverly 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
Q1 		– Sell
-141
Closed -$4K – 288
2017
Q4 		$4K Buy
+141
New +$3.09K ﹤0.01% 373
2015
Q4 		– Sell
-200
Closed -$10K – 285
2015
Q3 		$10K Hold
200
– – 0.01% 344
2015
Q2 		$13K Buy
+200
New +$13.5K 0.01% 252
2014
Q4 		– Sell
-959
Closed -$56K – 562
2014
Q3 		$56K Hold
959
– – 0.03% 207
2014
Q2 		$56K Hold
959
– – 0.02% 220
2014
Q1 		$57K Sell
959
-143
-13% -$7.95K 0.03% 207
2013
Q4 		$59K Buy
1,102
+902
+451% +$43.7K 0.02% 309
2013
Q3 		$9K Buy
+200
New +$9.34K ﹤0.01% 449

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
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return