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Edmond de Rothschild (Europe)’s McDonald's MCD Stock Holding History

Edmond de Rothschild (Europe)’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
2016
Q3 		$120K Hold
1,037
– – 0.05% 127
2016
Q2 		$125K Sell
1,037
-230
-18% -$28.8K 0.06% 127
2016
Q1 		$159K Sell
1,267
-6,265
-83% -$749K 0.08% 117
2015
Q4 		$890K Sell
7,532
-235
-3% -$26.3K 0.38% 53
2015
Q3 		$765K Hold
7,767
– – 0.36% 62
2015
Q2 		$738K Buy
+7,767
New +$751K 0.24% 83

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Edmond de Rothschild (Europe)'s MCD Position: Q3 2016 in Review

Edmond de Rothschild (Europe) held its McDonald's (MCD) position steady in Q3 2016 at 1,037 shares worth $120K. The position accounts for 0.05% of the portfolio, ranked #127.

Edmond de Rothschild (Europe) first reported a position in MCD in Q2 2015 and has held it in 6 quarters since. The position peaked at $890K in Q4 2015. 1,530 funds tracked by Wall St. Rank hold MCD as of Q3 2016.

  • Edmond de Rothschild (Europe) held 1,037 shares of McDonald's worth $120K as of Q3 2016.
  • Edmond de Rothschild (Europe) left its McDonald's share count unchanged in Q3 2016.
  • McDonald's made up 0.05% of Edmond de Rothschild (Europe)'s portfolio in Q3 2016, its #127 holding.
  • Edmond de Rothschild (Europe) first reported a position in McDonald's in Q2 2015 and has held it in 6 quarters since.
  • Edmond de Rothschild (Europe)'s McDonald's position peaked at $890K in Q4 2015.
  • 1,530 funds tracked by Wall St. Rank held McDonald's as of Q3 2016.

Based on Edmond de Rothschild (Europe)'s 13F filing for Q3 2016, filed 14 Nov 2016.