Advance Capital I’s McDonald's MCD Stock Holding History

Advance Capital I’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
2016 Q3	$485K	Sell	4,200 -2,300	-35%	-$273K	0.98%	42
2016 Q2	$782K	Sell	6,500 -6,000	-48%	-$751K	0.83%	40
2016 Q1	$1.57M	Buy	12,500 +1,000	+9%	+$119K	1.62%	15
2015 Q4	$1.36M	Sell	11,500 -1,300	-10%	-$145K	1.29%	15
2015 Q3	$1.26M	Buy	12,800 +6,200	+94%	+$604K	1.03%	19
2015 Q2	$627K	Buy	+6,600	New	+$638K	0.41%	124
2013 Q4	–	Sell	-4,220	Closed	-$406K	–	318
2013 Q3	$406K	Hold	4,220	–	–	0.21%	211
2013 Q2	$418K	Buy	+4,220	New	+$423K	0.21%	195

Other funds holding MCD

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Advance Capital I's MCD Position: Q3 2016 in Review

Advance Capital I reduced its McDonald's (MCD) stake by 35% in Q3 2016, selling an estimated $273K and leaving 4,200 shares worth $485K. The position accounts for 0.98% of the portfolio, ranked #42.

Advance Capital I first reported a position in MCD in Q2 2013 and has held it in 8 quarters since. The position peaked at $1.57M in Q1 2016. 1,530 funds tracked by Wall St. Rank hold MCD as of Q3 2016.

Advance Capital I held 4,200 shares of McDonald's worth $485K as of Q3 2016.
Advance Capital I sold 2,300 McDonald's shares in Q3 2016, an estimated $273K.
McDonald's made up 0.98% of Advance Capital I's portfolio in Q3 2016, its #42 holding.
Advance Capital I first reported a position in McDonald's in Q2 2013 and has held it in 8 quarters since.
Advance Capital I's McDonald's position peaked at $1.57M in Q1 2016.
1,530 funds tracked by Wall St. Rank held McDonald's as of Q3 2016.

Based on Advance Capital I's 13F filing for Q3 2016, filed 1 Nov 2016.