American Economic Planning Group’s McDonald's MCD Stock Holding History

American Economic Planning Group’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
2019 Q3	$305K	Sell	1,437 -53	-4%	-$11.4K	0.08%	65
2019 Q2	$309K	Sell	1,490 -14	-0.9%	-$2.77K	0.09%	61
2019 Q1	$286K	Buy	1,504 +22	+1%	+$3.99K	0.09%	69
2018 Q4	$263K	Hold	1,482	–	–	0.09%	63
2018 Q3	$248K	Sell	1,482 -13	-0.9%	-$2.08K	0.09%	62
2018 Q2	$234K	Buy	1,495 +6	+0.4%	+$973	0.09%	66
2018 Q1	$233K	Buy	1,489 +1	+0.1%	+$165	0.09%	78
2017 Q4	$256K	Sell	1,488 -11	-0.7%	-$1.85K	0.09%	70
2017 Q3	$235K	Buy	+1,499	New	+$235K	0.09%	67
2016 Q2	–	Sell	-1,765	Closed	-$222K	–	63
2016 Q1	$222K	Buy	+1,765	New	+$211K	0.09%	49
2015 Q2	–	Sell	-2,068	Closed	-$202K	–	45
2015 Q1	$202K	Buy	+2,068	New	+$196K	0.08%	42

Other funds holding MCD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Economic Planning Group's MCD Position: Q3 2019 in Review

American Economic Planning Group reduced its McDonald's (MCD) stake by 3.6% in Q3 2019, selling an estimated $11.4K and leaving 1,437 shares worth $305K. The position accounts for 0.08% of the portfolio, ranked #65.

American Economic Planning Group first reported a position in MCD in Q1 2015 and has held it in 11 quarters since. The position peaked at $309K in Q2 2019. 2,091 funds tracked by Wall St. Rank hold MCD as of Q3 2019.

American Economic Planning Group held 1,437 shares of McDonald's worth $305K as of Q3 2019.
American Economic Planning Group sold 53 McDonald's shares in Q3 2019, an estimated $11.4K.
McDonald's made up 0.08% of American Economic Planning Group's portfolio in Q3 2019, its #65 holding.
American Economic Planning Group first reported a position in McDonald's in Q1 2015 and has held it in 11 quarters since.
American Economic Planning Group's McDonald's position peaked at $309K in Q2 2019.
2,091 funds tracked by Wall St. Rank held McDonald's as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.