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Cypress Wealth Advisors’s McDonald's MCD Stock Holding History

Cypress Wealth 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
Q2 		– Sell
-2,378
Closed -$308K – 134
2017
Q1 		$308K Sell
2,378
-8
-0.3% -$1K 0.14% 138
2016
Q4 		$290K Sell
2,386
-943
-28% -$111K 0.13% 142
2016
Q3 		$384K Buy
3,329
+53
+2% +$6.28K 0.17% 115
2016
Q2 		$394K Buy
3,276
+25
+0.8% +$3.13K 0.19% 107
2016
Q1 		$409K Buy
3,251
+237
+8% +$28.3K 0.19% 111
2015
Q4 		$356K Buy
3,014
+56
+2% +$6.26K 0.18% 111
2015
Q3 		$291K Buy
+2,958
New +$288K 0.16% 128

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cypress Wealth Advisors's MCD Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of McDonald's (MCD) in Q2 2017, closing a stake of 2,378 shares — an estimated $308K sold.

Cypress Wealth Advisors first reported a position in MCD in Q3 2015 and held it in 7 quarters. The position peaked at $409K in Q1 2016. 1,694 funds tracked by Wall St. Rank hold MCD as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining McDonald's position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 2,378 McDonald's shares in Q2 2017, an estimated $308K.
  • Cypress Wealth Advisors first reported a position in McDonald's in Q3 2015 and held it in 7 quarters.
  • Cypress Wealth Advisors's McDonald's position peaked at $409K in Q1 2016.
  • 1,694 funds tracked by Wall St. Rank held McDonald's as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.