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

Calvert 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
2015 Q2	–	Sell	-42,958	Closed	-$4.19M	–	666
2015 Q1	$4.19M	Buy	42,958 +4,070	+10%	+$386K	0.27%	105
2014 Q4	$3.64M	Buy	38,888 +2,867	+8%	+$268K	0.25%	109
2014 Q3	$3.42M	Buy	36,021 +26,533	+280%	+$2.53M	0.25%	110
2014 Q2	$956K	Sell	9,488 -5,824	-38%	-$588K	0.06%	173
2014 Q1	$1.5M	Buy	15,312 +746	+5%	+$71.3K	0.11%	146
2013 Q4	$1.41M	Buy	14,566 +1,149	+9%	+$110K	0.1%	146
2013 Q3	$1.29M	Buy	13,417 +3,293	+33%	+$321K	0.16%	143
2013 Q2	$1M	Buy	+10,124	New	+$1.01M	0.14%	148

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Calvert Investment Management's MCD Position: Q2 2015 in Review

Calvert Investment Management sold out of McDonald's (MCD) in Q2 2015, closing a stake of 42,958 shares — an estimated $4.19M sold.

Calvert Investment Management first reported a position in MCD in Q2 2013 and held it in 8 quarters. The position peaked at $4.19M in Q1 2015. 1,496 funds tracked by Wall St. Rank hold MCD as of Q2 2015.

Calvert Investment Management reported no remaining McDonald's position as of Q2 2015 after selling out during the quarter.
Calvert Investment Management sold 42,958 McDonald's shares in Q2 2015, an estimated $4.19M.
Calvert Investment Management first reported a position in McDonald's in Q2 2013 and held it in 8 quarters.
Calvert Investment Management's McDonald's position peaked at $4.19M in Q1 2015.
1,496 funds tracked by Wall St. Rank held McDonald's as of Q2 2015.

Based on Calvert Investment Management's 13F filing for Q2 2015, filed 4 Aug 2015.