Barrow, Hanley, Mewhinney & Strauss
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Barrow, Hanley, Mewhinney & Strauss’s McDonald's MCD Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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
Q3 		– Sell
-4,000
Closed -$403K – 168
2014
Q2 		$403K Sell
4,000
-200
-5% -$20.2K ﹤0.01% 166
2014
Q1 		$412K Hold
4,200
– – ﹤0.01% 170
2013
Q4 		$408K Hold
4,200
– – ﹤0.01% 159
2013
Q3 		$404K Sell
4,200
-500
-11% -$48.8K ﹤0.01% 161
2013
Q2 		$465K Buy
+4,700
New +$471K ﹤0.01% 168

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's MCD Position: Q3 2014 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of McDonald's (MCD) in Q3 2014, closing a stake of 4,000 shares — an estimated $403K sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in MCD in Q2 2013 and held it in 5 quarters. The position peaked at $465K in Q2 2013. 1,481 funds tracked by Wall St. Rank hold MCD as of Q3 2014.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining McDonald's position as of Q3 2014 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 4,000 McDonald's shares in Q3 2014, an estimated $403K.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in McDonald's in Q2 2013 and held it in 5 quarters.
  • Barrow, Hanley, Mewhinney & Strauss's McDonald's position peaked at $465K in Q2 2013.
  • 1,481 funds tracked by Wall St. Rank held McDonald's as of Q3 2014.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q3 2014, filed 12 Nov 2014.