YorkBridge Wealth Partners’s Macy's M Stock Holding History

YorkBridge Wealth Partners’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	–	Sell	-74	Closed	-$2K	–	893
2017 Q1	$2K	Hold	74	–	–	﹤0.01%	773
2016 Q4	$3K	Buy	+74	New	+$2.88K	﹤0.01%	720

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

AIG

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

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

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

YorkBridge Wealth Partners's M Position: Q2 2017 in Review

YorkBridge Wealth Partners sold out of Macy's (M) in Q2 2017, closing a stake of 74 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in M in Q4 2016 and held it in 2 quarters. The position peaked at $3K in Q4 2016. 522 funds tracked by Wall St. Rank hold M as of Q2 2017.

YorkBridge Wealth Partners reported no remaining Macy's position as of Q2 2017 after selling out during the quarter.
YorkBridge Wealth Partners sold 74 Macy's shares in Q2 2017, an estimated $2K.
YorkBridge Wealth Partners first reported a position in Macy's in Q4 2016 and held it in 2 quarters.
YorkBridge Wealth Partners's Macy's position peaked at $3K in Q4 2016.
522 funds tracked by Wall St. Rank held Macy's as of Q2 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2017, filed 14 Aug 2017.