EisnerAmper Wealth Management Corporate Benefits’s McDonald's MCD Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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	-7,363	Closed	-$725K	–	54
2015 Q3	$725K	Buy	7,363 +937	+15%	+$91.3K	0.51%	38
2015 Q2	$611K	Sell	6,426 -392	-6%	-$37.9K	0.47%	42
2015 Q1	$664K	Buy	6,818 +347	+5%	+$32.9K	0.5%	44
2014 Q4	$606K	Buy	+6,471	New	+$606K	0.48%	47

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

EisnerAmper Wealth Management Corporate Benefits's MCD Position: Q4 2015 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of McDonald's (MCD) in Q4 2015, closing a stake of 7,363 shares — an estimated $725K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in MCD in Q4 2014 and held it in 4 quarters. The position peaked at $725K in Q3 2015. 1,590 funds tracked by Wall St. Rank hold MCD as of Q4 2015.

EisnerAmper Wealth Management Corporate Benefits reported no remaining McDonald's position as of Q4 2015 after selling out during the quarter.
EisnerAmper Wealth Management Corporate Benefits sold 7,363 McDonald's shares in Q4 2015, an estimated $725K.
EisnerAmper Wealth Management Corporate Benefits first reported a position in McDonald's in Q4 2014 and held it in 4 quarters.
EisnerAmper Wealth Management Corporate Benefits's McDonald's position peaked at $725K in Q3 2015.
1,590 funds tracked by Wall St. Rank held McDonald's as of Q4 2015.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2015, filed 4 Jan 2016.