CT Financial Advisors’s McDonald's MCD Stock Holding History

CT Financial Advisors’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 Q1	$329K	Sell	2,536 -136	-5%	-$17.1K	0.2%	110
2016 Q4	$325K	Sell	2,672 -17,657	-87%	-$2.07M	0.21%	106
2016 Q3	$2.35M	Buy	20,329 +135	+0.7%	+$16K	1.43%	18
2016 Q2	$2.43M	Sell	20,194 -2,438	-11%	-$305K	1.5%	16
2016 Q1	$2.84M	Buy	22,632 +129	+0.6%	+$15.4K	1.6%	12
2015 Q4	$2.66M	Buy	22,503 +270	+1%	+$30.2K	1.53%	14
2015 Q3	$2.19M	Buy	22,233 +3,980	+22%	+$388K	1.37%	17
2015 Q2	$1.74M	Buy	18,253 +150	+0.8%	+$14.5K	0.99%	29
2015 Q1	$1.76M	Buy	18,103 +149	+0.8%	+$14.1K	0.98%	30
2014 Q4	$1.68M	Buy	+17,954	New	+$1.68M	1.27%	23
2014 Q1	$1.76M	Buy	+18,103	New	+$1.73M	0.98%	30

Other funds holding MCD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

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

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

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

CT Financial Advisors's MCD Position: Q1 2017 in Review

CT Financial Advisors reduced its McDonald's (MCD) stake by 5.1% in Q1 2017, selling an estimated $17.1K and leaving 2,536 shares worth $329K. The position accounts for 0.2% of the portfolio, ranked #110.

CT Financial Advisors first reported a position in MCD in Q1 2014 and has held it in 11 quarters since. The position peaked at $2.84M in Q1 2016. 1,650 funds tracked by Wall St. Rank hold MCD as of Q1 2017.

CT Financial Advisors held 2,536 shares of McDonald's worth $329K as of Q1 2017.
CT Financial Advisors sold 136 McDonald's shares in Q1 2017, an estimated $17.1K.
McDonald's made up 0.2% of CT Financial Advisors's portfolio in Q1 2017, its #110 holding.
CT Financial Advisors first reported a position in McDonald's in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's McDonald's position peaked at $2.84M in Q1 2016.
1,650 funds tracked by Wall St. Rank held McDonald's as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.