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AlphaOne Investment Services’s McDonald's MCD Stock Holding History

AlphaOne Investment Services’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
2018
Q2 		– Sell
-186
Closed -$29K – 359
2018
Q1 		$29K Buy
186
+3
+2% +$494 0.01% 363
2017
Q4 		$32K Buy
183
+1
+0.5% +$168 0.01% 240
2017
Q3 		$29K Buy
+182
New +$28.5K 0.01% 240

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AlphaOne Investment Services's MCD Position: Q2 2018 in Review

AlphaOne Investment Services sold out of McDonald's (MCD) in Q2 2018, closing a stake of 186 shares — an estimated $29K sold.

AlphaOne Investment Services first reported a position in MCD in Q3 2017 and held it in 3 quarters. The position peaked at $32K in Q4 2017. 1,870 funds tracked by Wall St. Rank hold MCD as of Q2 2018.

  • AlphaOne Investment Services reported no remaining McDonald's position as of Q2 2018 after selling out during the quarter.
  • AlphaOne Investment Services sold 186 McDonald's shares in Q2 2018, an estimated $29K.
  • AlphaOne Investment Services first reported a position in McDonald's in Q3 2017 and held it in 3 quarters.
  • AlphaOne Investment Services's McDonald's position peaked at $32K in Q4 2017.
  • 1,870 funds tracked by Wall St. Rank held McDonald's as of Q2 2018.

Based on AlphaOne Investment Services's 13F filing for Q2 2018, filed 13 Aug 2018.