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AFT Forsyth & Company’s McDonald's MCD Stock Holding History

AFT Forsyth & Company’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
2013
Q3 		$101K Sell
1,050
-150
-13% -$14.6K 0.13% 140
2013
Q2 		$119K Buy
+1,200
New +$120K 0.17% 118

Other funds holding MCD

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AFT Forsyth & Company's MCD Position: Q3 2013 in Review

AFT Forsyth & Company reduced its McDonald's (MCD) stake by 13% in Q3 2013, selling an estimated $14.6K and leaving 1,050 shares worth $101K. The position accounts for 0.13% of the portfolio, ranked #140.

AFT Forsyth & Company first reported a position in MCD in Q2 2013 and has held it in 2 quarters since. The position peaked at $119K in Q2 2013. 1,372 funds tracked by Wall St. Rank hold MCD as of Q3 2013.

  • AFT Forsyth & Company held 1,050 shares of McDonald's worth $101K as of Q3 2013.
  • AFT Forsyth & Company sold 150 McDonald's shares in Q3 2013, an estimated $14.6K.
  • McDonald's made up 0.13% of AFT Forsyth & Company's portfolio in Q3 2013, its #140 holding.
  • AFT Forsyth & Company first reported a position in McDonald's in Q2 2013 and has held it in 2 quarters since.
  • AFT Forsyth & Company's McDonald's position peaked at $119K in Q2 2013.
  • 1,372 funds tracked by Wall St. Rank held McDonald's as of Q3 2013.

Based on AFT Forsyth & Company's 13F filing for Q3 2013, filed 8 Nov 2013.