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Bridgewater Wealth & Financial Management’s McDonald's MCD Stock Holding History

Bridgewater Wealth & Financial 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
2017
Q3 		– Sell
-4,457
Closed -$683K – 77
2017
Q2 		$683K Buy
4,457
+317
+8% +$45.8K 0.23% 54
2017
Q1 		$537K Buy
4,140
+198
+5% +$24.8K 0.2% 58
2016
Q4 		$480K Buy
3,942
+25
+0.6% +$2.93K 0.18% 63
2016
Q3 		$452K Buy
3,917
+227
+6% +$26.9K 0.17% 64
2016
Q2 		$444K Sell
3,690
-229
-6% -$28.7K 0.16% 63
2016
Q1 		$493K Buy
3,919
+234
+6% +$28K 0.18% 64
2015
Q4 		$435K Sell
3,685
-20
-0.5% -$2.24K 0.17% 57
2015
Q3 		$365K Buy
3,705
+950
+34% +$92.5K 0.15% 61
2015
Q2 		$262K Sell
2,755
-4
-0.1% -$387 0.11% 66
2015
Q1 		$269K Sell
2,759
-2,827
-51% -$268K 0.11% 64
2014
Q4 		$523K Buy
+5,586
New +$523K 0.21% 62

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Bridgewater Wealth & Financial Management's MCD Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of McDonald's (MCD) in Q3 2017, closing a stake of 4,457 shares — an estimated $683K sold.

Bridgewater Wealth & Financial Management first reported a position in MCD in Q4 2014 and held it in 11 quarters. The position peaked at $683K in Q2 2017. 1,718 funds tracked by Wall St. Rank hold MCD as of Q3 2017.

  • Bridgewater Wealth & Financial Management reported no remaining McDonald's position as of Q3 2017 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 4,457 McDonald's shares in Q3 2017, an estimated $683K.
  • Bridgewater Wealth & Financial Management first reported a position in McDonald's in Q4 2014 and held it in 11 quarters.
  • Bridgewater Wealth & Financial Management's McDonald's position peaked at $683K in Q2 2017.
  • 1,718 funds tracked by Wall St. Rank held McDonald's as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.