Alerus Investment Advisors’s McDonald's MCD Stock Holding History

Alerus Investment 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
2016 Q1	$2.01M	Buy	16,023 +521	+3%	+$62.3K	0.35%	71
2015 Q4	$1.83M	Sell	15,502 -3,365	-18%	-$376K	0.31%	79
2015 Q3	$1.86M	Buy	18,867 +1,655	+10%	+$161K	0.33%	74
2015 Q2	$1.68M	Sell	17,212 -16	-0.1%	-$1.55K	0.28%	77
2015 Q1	$1.68M	Buy	17,228 +2,027	+13%	+$192K	0.28%	77
2014 Q4	$1.42M	Buy	15,201 +324	+2%	+$30.3K	0.24%	79
2014 Q3	$1.41M	Buy	14,877 +280	+2%	+$26.7K	0.24%	77
2014 Q2	$1.47M	Sell	14,597 -37,703	-72%	-$3.81M	0.25%	79
2014 Q1	$5.13M	Sell	52,300 -627	-1%	-$60K	1.11%	26
2013 Q4	$5.13M	Sell	52,927 -17,139	-24%	-$1.65M	1.13%	30
2013 Q3	$6.74M	Sell	70,066 -2,941	-4%	-$287K	1.34%	24
2013 Q2	$7.23M	Buy	+73,007	New	+$7.31M	1.12%	29

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Alerus Investment Advisors's MCD Position: Q1 2016 in Review

Alerus Investment Advisors increased its McDonald's (MCD) stake by 3.4% in Q1 2016, buying an estimated $62.3K and bringing the position to 16,023 shares worth $2.01M. The position accounts for 0.35% of the portfolio, ranked #71.

Alerus Investment Advisors first reported a position in MCD in Q2 2013 and has held it in 12 quarters since. The position peaked at $7.23M in Q2 2013. 1,601 funds tracked by Wall St. Rank hold MCD as of Q1 2016.

Alerus Investment Advisors held 16,023 shares of McDonald's worth $2.01M as of Q1 2016.
Alerus Investment Advisors bought 521 McDonald's shares in Q1 2016, an estimated $62.3K.
McDonald's made up 0.35% of Alerus Investment Advisors's portfolio in Q1 2016, its #71 holding.
Alerus Investment Advisors first reported a position in McDonald's in Q2 2013 and has held it in 12 quarters since.
Alerus Investment Advisors's McDonald's position peaked at $7.23M in Q2 2013.
1,601 funds tracked by Wall St. Rank held McDonald's as of Q1 2016.

Based on Alerus Investment Advisors's 13F filing for Q1 2016, filed 4 May 2016.