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Delphi Private Advisors’s McDonald's MCD Stock Holding History

Delphi Private 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 		– Sell
-23
Closed -$3K – 220
2016
Q4 		$3K Sell
23
-49
-68% -$5.75K 0.01% 168
2016
Q3 		$8K Buy
72
+1
+1% +$118 0.01% 125
2016
Q2 		$9K Buy
71
+35
+97% +$4.38K 0.02% 148
2016
Q1 		$5K Sell
36
-14
-28% -$1.67K 0.01% 185
2015
Q4 		$6K Buy
+50
New +$5.59K 0.01% 191

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

Delphi Private Advisors's MCD Position: Q1 2017 in Review

Delphi Private Advisors sold out of McDonald's (MCD) in Q1 2017, closing a stake of 23 shares — an estimated $3K sold.

Delphi Private Advisors first reported a position in MCD in Q4 2015 and held it in 5 quarters. The position peaked at $9K in Q2 2016. 1,650 funds tracked by Wall St. Rank hold MCD as of Q1 2017.

  • Delphi Private Advisors reported no remaining McDonald's position as of Q1 2017 after selling out during the quarter.
  • Delphi Private Advisors sold 23 McDonald's shares in Q1 2017, an estimated $3K.
  • Delphi Private Advisors first reported a position in McDonald's in Q4 2015 and held it in 5 quarters.
  • Delphi Private Advisors's McDonald's position peaked at $9K in Q2 2016.
  • 1,650 funds tracked by Wall St. Rank held McDonald's as of Q1 2017.

Based on Delphi Private Advisors's 13F filing for Q1 2017, filed 25 Apr 2017.