WFG Advisors’s Macy's M Stock Holding History

WFG 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
2017 Q2	$1K	Hold	26	–	–	﹤0.01%	1487
2017 Q1	$1K	Sell	26 -12	-32%	-$371	﹤0.01%	1412
2016 Q4	$1K	Hold	38	–	–	﹤0.01%	1488
2016 Q3	$1K	Hold	38	–	–	﹤0.01%	1479
2016 Q2	$1K	Sell	38 -30	-44%	-$1.07K	﹤0.01%	1467
2016 Q1	$3K	Buy	68 +26	+62%	+$1.07K	﹤0.01%	1283
2015 Q4	$1K	Buy	+42	New	+$1.82K	﹤0.01%	1472
2015 Q2	–	Sell	-87	Closed	-$6K	–	1749
2015 Q1	$6K	Buy	87 +1	+1%	+$64	﹤0.01%	1320
2014 Q4	$6K	Hold	86	–	–	﹤0.01%	1602
2014 Q3	$5K	Buy	+86	New	+$5.1K	﹤0.01%	1667
2014 Q2	–	Sell	-200	Closed	-$12K	–	2031
2014 Q1	$12K	Sell	200 -97	-33%	-$5.39K	﹤0.01%	1415
2013 Q4	$16K	Buy	+297	New	+$14.4K	﹤0.01%	1425

Other funds holding M

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return