Ballew Advisors’s McDonald's MCD Stock Holding History

Ballew 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
2018 Q4	–	Sell	-200	Closed	-$35K	–	308
2018 Q3	$35K	Hold	200	–	–	0.03%	188
2018 Q2	$31K	Hold	200	–	–	0.03%	201
2018 Q1	$31K	Buy	+200	New	+$32.9K	0.03%	207

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Ballew Advisors's MCD Position: Q4 2018 in Review

Ballew Advisors sold out of McDonald's (MCD) in Q4 2018, closing a stake of 200 shares — an estimated $35K sold.

Ballew Advisors first reported a position in MCD in Q1 2018 and held it in 3 quarters. The position peaked at $35K in Q3 2018. 2,003 funds tracked by Wall St. Rank hold MCD as of Q4 2018.

Ballew Advisors reported no remaining McDonald's position as of Q4 2018 after selling out during the quarter.
Ballew Advisors sold 200 McDonald's shares in Q4 2018, an estimated $35K.
Ballew Advisors first reported a position in McDonald's in Q1 2018 and held it in 3 quarters.
Ballew Advisors's McDonald's position peaked at $35K in Q3 2018.
2,003 funds tracked by Wall St. Rank held McDonald's as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.