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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

WFG Advisors's M Position: Q2 2017 in Review

WFG Advisors held its Macy's (M) position steady in Q2 2017 at 26 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1487.

WFG Advisors first reported a position in M in Q4 2013 and has held it in 12 quarters since. The position peaked at $16K in Q4 2013. 522 funds tracked by Wall St. Rank hold M as of Q2 2017.

  • WFG Advisors held 26 shares of Macy's worth $1K as of Q2 2017.
  • WFG Advisors left its Macy's share count unchanged in Q2 2017.
  • Macy's made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1487 holding.
  • WFG Advisors first reported a position in Macy's in Q4 2013 and has held it in 12 quarters since.
  • WFG Advisors's Macy's position peaked at $16K in Q4 2013.
  • 522 funds tracked by Wall St. Rank held Macy's as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.