Cornerstone Financial Partners’s McDonald's MCD Stock Holding History

Cornerstone Financial Partners’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 Q4	$363K	Buy	+2,115	New	+$355K	0.12%	107
2017 Q1	–	Sell	-2,031	Closed	-$245K	–	163
2016 Q4	$245K	Sell	2,031 -354	-15%	-$41.5K	0.08%	142
2016 Q3	$279K	Sell	2,385 -12,675	-84%	-$1.5M	0.1%	121
2016 Q2	$1.81M	Buy	15,060 +3,542	+31%	+$444K	0.64%	42
2016 Q1	$1.45M	Buy	+11,518	New	+$1.38M	0.56%	52

Other funds holding MCD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cornerstone Financial Partners's MCD Position: Q4 2017 in Review

Cornerstone Financial Partners opened a new position in McDonald's (MCD) in Q4 2017: 2,115 shares worth $363K. The stake represents 0.12% of the portfolio and ranks #107 among its holdings. This is a return to the name: Cornerstone Financial Partners previously reported a position in MCD as recently as Q4 2016.

Cornerstone Financial Partners first reported a position in MCD in Q1 2016 and has held it in 5 quarters since. The position peaked at $1.81M in Q2 2016. 1,890 funds tracked by Wall St. Rank hold MCD as of Q4 2017.

Cornerstone Financial Partners held 2,115 shares of McDonald's worth $363K as of Q4 2017.
McDonald's was a new Cornerstone Financial Partners position in Q4 2017.
McDonald's made up 0.12% of Cornerstone Financial Partners's portfolio in Q4 2017, its #107 holding.
Cornerstone Financial Partners first reported a position in McDonald's in Q1 2016 and has held it in 5 quarters since.
Cornerstone Financial Partners's McDonald's position peaked at $1.81M in Q2 2016.
1,890 funds tracked by Wall St. Rank held McDonald's as of Q4 2017.

Based on Cornerstone Financial Partners's 13F filing for Q4 2017, filed 22 Jan 2018.