WCM
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WealthBridge Capital Management’s Macy's M Stock Holding History

WealthBridge Capital Management’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
Q2 		– Sell
-899
Closed -$20K – 550
2019
Q1 		$20K Buy
899
+84
+10% +$2.12K 0.01% 449
2018
Q4 		$24K Buy
+815
New +$26.8K 0.02% 373

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthBridge Capital Management's M Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Macy's (M) in Q2 2019, closing a stake of 899 shares — an estimated $20K sold.

WealthBridge Capital Management first reported a position in M in Q4 2018 and held it in 2 quarters. The position peaked at $24K in Q4 2018. 525 funds tracked by Wall St. Rank hold M as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Macy's position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 899 Macy's shares in Q2 2019, an estimated $20K.
  • WealthBridge Capital Management first reported a position in Macy's in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Macy's position peaked at $24K in Q4 2018.
  • 525 funds tracked by Wall St. Rank held Macy's as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.