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WealthTrust-Arizona’s Macy's M Stock Holding History

WealthTrust-Arizona’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
Q4 		$1K Buy
+30
New +$988 ﹤0.01% 630
2014
Q2 		– Sell
-200
Closed -$12K – 677
2014
Q1 		$12K Buy
+200
New +$11.1K 0.01% 394

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthTrust-Arizona's M Position: Q4 2018 in Review

WealthTrust-Arizona opened a new position in Macy's (M) in Q4 2018: 30 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #630 among its holdings. This is a return to the name: WealthTrust-Arizona previously reported a position in M as recently as Q1 2014.

WealthTrust-Arizona first reported a position in M in Q1 2014 and has held it in 2 quarters since. The position peaked at $12K in Q1 2014. 626 funds tracked by Wall St. Rank hold M as of Q4 2018.

  • WealthTrust-Arizona held 30 shares of Macy's worth $1K as of Q4 2018.
  • Macy's was a new WealthTrust-Arizona position in Q4 2018.
  • Macy's made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #630 holding.
  • WealthTrust-Arizona first reported a position in Macy's in Q1 2014 and has held it in 2 quarters since.
  • WealthTrust-Arizona's Macy's position peaked at $12K in Q1 2014.
  • 626 funds tracked by Wall St. Rank held Macy's as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.