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Apex Capital Management’s McDonald's MCD Stock Holding History

Apex Capital Management’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
2014
Q1 		– Sell
-2,068
Closed -$201K – 274
2013
Q4 		$201K Sell
2,068
-46
-2% -$4.42K 0.01% 250
2013
Q3 		$203K Buy
+2,114
New +$206K 0.01% 225

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
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
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Apex Capital Management's MCD Position: Q1 2014 in Review

Apex Capital Management sold out of McDonald's (MCD) in Q1 2014, closing a stake of 2,068 shares — an estimated $201K sold.

Apex Capital Management first reported a position in MCD in Q3 2013 and held it in 2 quarters. The position peaked at $203K in Q3 2013. 1,480 funds tracked by Wall St. Rank hold MCD as of Q1 2014.

  • Apex Capital Management reported no remaining McDonald's position as of Q1 2014 after selling out during the quarter.
  • Apex Capital Management sold 2,068 McDonald's shares in Q1 2014, an estimated $201K.
  • Apex Capital Management first reported a position in McDonald's in Q3 2013 and held it in 2 quarters.
  • Apex Capital Management's McDonald's position peaked at $203K in Q3 2013.
  • 1,480 funds tracked by Wall St. Rank held McDonald's as of Q1 2014.

Based on Apex Capital Management's 13F filing for Q1 2014, filed 29 Apr 2014.