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Ancora Family Wealth Advisors’s McDonald's MCD Stock Holding History

Ancora Family Wealth 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
Q3 		$481K Buy
4,170
+712
+21% +$84.4K 0.16% 131
2016
Q2 		$416K Sell
3,458
-550
-14% -$68.9K 0.16% 130
2016
Q1 		$504K Buy
4,008
+50
+1% +$5.97K 0.21% 121
2015
Q4 		$468K Sell
3,958
-1,139
-22% -$127K 0.2% 125
2015
Q3 		$502K Buy
+5,097
New +$497K 0.21% 119

Other funds holding MCD

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
Capital World Investors
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ancora Family Wealth Advisors's MCD Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its McDonald's (MCD) stake by 21% in Q3 2016, buying an estimated $84.4K and bringing the position to 4,170 shares worth $481K. The position accounts for 0.16% of the portfolio, ranked #131.

Ancora Family Wealth Advisors first reported a position in MCD in Q3 2015 and has held it in 5 quarters since. The position peaked at $504K in Q1 2016. 1,530 funds tracked by Wall St. Rank hold MCD as of Q3 2016.

  • Ancora Family Wealth Advisors held 4,170 shares of McDonald's worth $481K as of Q3 2016.
  • Ancora Family Wealth Advisors bought 712 McDonald's shares in Q3 2016, an estimated $84.4K.
  • McDonald's made up 0.16% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #131 holding.
  • Ancora Family Wealth Advisors first reported a position in McDonald's in Q3 2015 and has held it in 5 quarters since.
  • Ancora Family Wealth Advisors's McDonald's position peaked at $504K in Q1 2016.
  • 1,530 funds tracked by Wall St. Rank held McDonald's as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.