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Detwiler Fenton Investment Management’s McDonald's MCD Stock Holding History

Detwiler Fenton Investment Management’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
2014
Q2 		– Sell
-3,304
Closed -$324K – 113
2014
Q1 		$324K Buy
3,304
+54
+2% +$5.16K 0.28% 66
2013
Q4 		$315K Sell
3,250
-25
-0.8% -$2.4K 0.28% 80
2013
Q3 		$315K Hold
3,275
– – 0.28% 85
2013
Q2 		$324K Buy
+3,275
New +$328K 0.33% 72

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Detwiler Fenton Investment Management's MCD Position: Q2 2014 in Review

Detwiler Fenton Investment Management sold out of McDonald's (MCD) in Q2 2014, closing a stake of 3,304 shares — an estimated $324K sold.

Detwiler Fenton Investment Management first reported a position in MCD in Q2 2013 and held it in 4 quarters. The position peaked at $324K in Q1 2014. 1,488 funds tracked by Wall St. Rank hold MCD as of Q2 2014.

  • Detwiler Fenton Investment Management reported no remaining McDonald's position as of Q2 2014 after selling out during the quarter.
  • Detwiler Fenton Investment Management sold 3,304 McDonald's shares in Q2 2014, an estimated $324K.
  • Detwiler Fenton Investment Management first reported a position in McDonald's in Q2 2013 and held it in 4 quarters.
  • Detwiler Fenton Investment Management's McDonald's position peaked at $324K in Q1 2014.
  • 1,488 funds tracked by Wall St. Rank held McDonald's as of Q2 2014.

Based on Detwiler Fenton Investment Management's 13F filing for Q2 2014, filed 7 Aug 2014.