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1st Global Advisors’s McDonald's MCD Stock Holding History

1st Global Advisors’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-13,716
Closed -$1.28M – 484
2014
Q4 		$1.28M Buy
13,716
+628
+5% +$58.8K 0.18% 62
2014
Q3 		$1.24M Sell
13,088
-46
-0.4% -$4.39K 0.2% 66
2014
Q2 		$1.32M Buy
13,134
+1,340
+11% +$135K 0.2% 58
2014
Q1 		$1.16M Sell
11,794
-2,900
-20% -$277K 0.22% 63
2013
Q4 		$1.43M Sell
14,694
-638
-4% -$61.3K 0.27% 45
2013
Q3 		$1.48M Sell
15,332
-1,398
-8% -$136K 0.3% 40
2013
Q2 		$1.66M Buy
+16,730
New +$1.68M 0.36% 37

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

1st Global Advisors's MCD Position: Q1 2015 in Review

1st Global Advisors sold out of McDonald's (MCD) in Q1 2015, closing a stake of 13,716 shares — an estimated $1.28M sold.

1st Global Advisors first reported a position in MCD in Q2 2013 and held it in 7 quarters. The position peaked at $1.66M in Q2 2013. 1,543 funds tracked by Wall St. Rank hold MCD as of Q1 2015.

  • 1st Global Advisors reported no remaining McDonald's position as of Q1 2015 after selling out during the quarter.
  • 1st Global Advisors sold 13,716 McDonald's shares in Q1 2015, an estimated $1.28M.
  • 1st Global Advisors first reported a position in McDonald's in Q2 2013 and held it in 7 quarters.
  • 1st Global Advisors's McDonald's position peaked at $1.66M in Q2 2013.
  • 1,543 funds tracked by Wall St. Rank held McDonald's as of Q1 2015.

Based on 1st Global Advisors's 13F filing for Q1 2015, filed 1 May 2015.