WAM
M icon

Wealthspire Advisors (Maryland)’s Macy's M Stock Holding History

Wealthspire Advisors (Maryland)’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
-1,141
Closed -$27K – 1346
2019
Q1 		$27K Sell
1,141
-491
-30% -$12.4K ﹤0.01% 1155
2018
Q4 		$49K Buy
1,632
+189
+13% +$6.22K ﹤0.01% 868
2018
Q3 		$50K Buy
1,443
+48
+3% +$1.79K ﹤0.01% 972
2018
Q2 		$52K Sell
1,395
-13
-0.9% -$436 ﹤0.01% 961
2018
Q1 		$42K Buy
1,408
+256
+22% +$6.92K ﹤0.01% 1049
2017
Q4 		$29K Buy
1,152
+275
+31% +$6.03K ﹤0.01% 1210
2017
Q3 		$19K Sell
877
-446
-34% -$9.81K ﹤0.01% 1308
2017
Q2 		$31K Sell
1,323
-59
-4% -$1.51K ﹤0.01% 1113
2017
Q1 		$41K Buy
1,382
+146
+12% +$4.51K 0.01% 851
2016
Q4 		$44K Sell
1,236
-1,258
-50% -$48.9K 0.01% 806
2016
Q3 		$92K Buy
2,494
+1,150
+86% +$41.7K 0.01% 594
2016
Q2 		$45K Buy
1,344
+200
+17% +$7.16K 0.01% 764
2016
Q1 		$50K Buy
1,144
+524
+85% +$21.7K 0.01% 701
2015
Q4 		$22K Buy
+620
New +$26.9K ﹤0.01% 935

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

Wealthspire Advisors (Maryland)'s M Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Macy's (M) in Q2 2019, closing a stake of 1,141 shares — an estimated $27K sold.

Wealthspire Advisors (Maryland) first reported a position in M in Q4 2015 and held it in 14 quarters. The position peaked at $92K in Q3 2016. 525 funds tracked by Wall St. Rank hold M as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Macy's position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,141 Macy's shares in Q2 2019, an estimated $27K.
  • Wealthspire Advisors (Maryland) first reported a position in Macy's in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Macy's position peaked at $92K in Q3 2016.
  • 525 funds tracked by Wall St. Rank held Macy's as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.