Boston Private Bank & Trust’s McDonald's MCD Stock Holding History

Boston Private Bank & Trust’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
2015 Q1	$11.9M	Sell	122,584 -44,404	-27%	-$4.21M	0.55%	62
2014 Q4	$15.6M	Sell	166,988 -14,624	-8%	-$1.37M	0.72%	44
2014 Q3	$17.2M	Sell	181,612 -2,395	-1%	-$228K	0.84%	34
2014 Q2	$18.5M	Sell	184,007 -9,518	-5%	-$961K	0.9%	31
2014 Q1	$19M	Sell	193,525 -5,745	-3%	-$549K	0.96%	24
2013 Q4	$19.3M	Sell	199,270 -37,684	-16%	-$3.62M	0.96%	24
2013 Q3	$22.8M	Sell	236,954 -34,394	-13%	-$3.36M	1.26%	12
2013 Q2	$26.9M	Buy	+271,348	New	+$27.2M	1.56%	5

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Boston Private Bank & Trust's MCD Position: Q1 2015 in Review

Boston Private Bank & Trust reduced its McDonald's (MCD) stake by 27% in Q1 2015, selling an estimated $4.21M and leaving 122,584 shares worth $11.9M. The position accounts for 0.55% of the portfolio, ranked #62.

Boston Private Bank & Trust first reported a position in MCD in Q2 2013 and has held it in 8 quarters since. The position peaked at $26.9M in Q2 2013. 1,544 funds tracked by Wall St. Rank hold MCD as of Q1 2015.

Boston Private Bank & Trust held 122,584 shares of McDonald's worth $11.9M as of Q1 2015.
Boston Private Bank & Trust sold 44,404 McDonald's shares in Q1 2015, an estimated $4.21M.
McDonald's made up 0.55% of Boston Private Bank & Trust's portfolio in Q1 2015, its #62 holding.
Boston Private Bank & Trust first reported a position in McDonald's in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's McDonald's position peaked at $26.9M in Q2 2013.
1,544 funds tracked by Wall St. Rank held McDonald's as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.