Curian Capital’s McDonald's MCD Stock Holding History

Curian Capital’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 Q4	–	Sell	-90,492	Closed	-$8.92M	–	523
2015 Q3	$8.92M	Sell	90,492 -37,885	-30%	-$3.69M	0.24%	103
2015 Q2	$12.2M	Sell	128,377 -1,913	-1%	-$185K	0.21%	123
2015 Q1	$12.7M	Buy	130,290 +24,695	+23%	+$2.34M	0.21%	123
2014 Q4	$9.89M	Sell	105,595 -4,281	-4%	-$401K	0.17%	149
2014 Q3	$10.4M	Sell	109,876 -108,261	-50%	-$10.3M	0.18%	129
2014 Q2	$22M	Buy	218,137 +28,024	+15%	+$2.83M	0.39%	51
2014 Q1	$18.6M	Buy	190,113 +18,561	+11%	+$1.77M	0.33%	60
2013 Q4	$16.6M	Buy	171,552 +2,768	+2%	+$266K	0.29%	71
2013 Q3	$16.2M	Sell	168,784 -19,571	-10%	-$1.91M	0.29%	59
2013 Q2	$18.6M	Buy	+188,355	New	+$18.9M	0.34%	49

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

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Curian Capital's MCD Position: Q4 2015 in Review

Curian Capital sold out of McDonald's (MCD) in Q4 2015, closing a stake of 90,492 shares — an estimated $8.92M sold.

Curian Capital first reported a position in MCD in Q2 2013 and held it in 10 quarters. The position peaked at $22M in Q2 2014. 1,590 funds tracked by Wall St. Rank hold MCD as of Q4 2015.

Curian Capital reported no remaining McDonald's position as of Q4 2015 after selling out during the quarter.
Curian Capital sold 90,492 McDonald's shares in Q4 2015, an estimated $8.92M.
Curian Capital first reported a position in McDonald's in Q2 2013 and held it in 10 quarters.
Curian Capital's McDonald's position peaked at $22M in Q2 2014.
1,590 funds tracked by Wall St. Rank held McDonald's as of Q4 2015.

Based on Curian Capital's 13F filing for Q4 2015, filed 25 Jan 2016.