Assured Investment Management’s McDonald's MCD Stock Holding History

Assured Investment 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
2019 Q2	–	Sell	-87,724	Closed	-$16.7M	–	511
2019 Q1	$16.7M	Buy	87,724 +83,574	+2,014%	+$15.2M	0.19%	25
2018 Q4	$737K	Buy	+4,150	New	+$736K	0.02%	536
2018 Q1	–	Sell	-15,314	Closed	-$2.64M	–	1212
2017 Q4	$2.64M	Buy	+15,314	New	+$2.57M	0.05%	330
2017 Q2	–	Sell	-7,831	Closed	-$1.01M	–	670
2017 Q1	$1.01M	Buy	7,831 +5,306	+210%	+$666K	0.02%	296
2016 Q4	$307K	Sell	2,525 -1,377	-35%	-$161K	0.01%	491
2016 Q3	$450K	Buy	3,902 +1,051	+37%	+$125K	0.01%	437
2016 Q2	$343K	Buy	+2,851	New	+$357K	0.01%	447
2016 Q1	–	Sell	-283	Closed	-$33K	–	680
2015 Q4	$33K	Buy	+283	New	+$31.6K	﹤0.01%	597
2015 Q3	–	Sell	-2,415	Closed	-$230K	–	672
2015 Q2	$230K	Sell	2,415 -133	-5%	-$12.9K	﹤0.01%	479
2015 Q1	$248K	Buy	+2,548	New	+$242K	﹤0.01%	392

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

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

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

Assured Investment Management's MCD Position: Q2 2019 in Review

Assured Investment Management sold out of McDonald's (MCD) in Q2 2019, closing a stake of 87,724 shares — an estimated $16.7M sold.

Assured Investment Management first reported a position in MCD in Q1 2015 and held it in 10 quarters. The position peaked at $16.7M in Q1 2019. 2,072 funds tracked by Wall St. Rank hold MCD as of Q2 2019.

Assured Investment Management reported no remaining McDonald's position as of Q2 2019 after selling out during the quarter.
Assured Investment Management sold 87,724 McDonald's shares in Q2 2019, an estimated $16.7M.
Assured Investment Management first reported a position in McDonald's in Q1 2015 and held it in 10 quarters.
Assured Investment Management's McDonald's position peaked at $16.7M in Q1 2019.
2,072 funds tracked by Wall St. Rank held McDonald's as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.