WIM
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Westside Investment Management’s Macy's M Stock Holding History

Westside Investment 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
2017
Q4 		– Sell
-9,875
Closed -$201K – 861
2017
Q3 		$201K Hold
9,875
– – 0.12% 139
2017
Q2 		$208K Buy
9,875
+9,575
+3,192% +$245K 0.14% 132
2017
Q1 		$8.65K Buy
+300
New +$9.27K ﹤0.01% 544

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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Westside Investment Management's M Position: Q4 2017 in Review

Westside Investment Management sold out of Macy's (M) in Q4 2017, closing a stake of 9,875 shares — an estimated $201K sold.

Westside Investment Management first reported a position in M in Q1 2017 and held it in 3 quarters. The position peaked at $208K in Q2 2017. 602 funds tracked by Wall St. Rank hold M as of Q4 2017.

  • Westside Investment Management reported no remaining Macy's position as of Q4 2017 after selling out during the quarter.
  • Westside Investment Management sold 9,875 Macy's shares in Q4 2017, an estimated $201K.
  • Westside Investment Management first reported a position in Macy's in Q1 2017 and held it in 3 quarters.
  • Westside Investment Management's Macy's position peaked at $208K in Q2 2017.
  • 602 funds tracked by Wall St. Rank held Macy's as of Q4 2017.

Based on Westside Investment Management's 13F filing for Q4 2017, filed 15 Feb 2018.