Emerson Investment Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $490K | Hold |
3,900
| – | – | 0.09% | 91 |
|
|
2015
Q4 | $461K | Sell |
3,900
-1,992
| -34% | -$235K | 0.09% | 96 |
|
|
2015
Q3 | $581K | Buy |
5,892
+500
| +9% | +$49.3K | 0.12% | 86 |
|
|
2015
Q2 | $513K | Sell |
5,392
-33
| -0.6% | -$3.14K | 0.1% | 99 |
|
|
2015
Q1 | $529K | Sell |
5,425
-156
| -3% | -$15.2K | 0.1% | 107 |
|
|
2014
Q4 | $523K | Sell |
5,581
-400
| -7% | -$37.5K | 0.1% | 106 |
|
|
2014
Q3 | $567K | Buy |
5,981
+1,032
| +21% | +$97.8K | 0.11% | 108 |
|
|
2014
Q2 | $499K | Sell |
4,949
-30
| -0.6% | -$3.03K | 0.1% | 116 |
|
|
2014
Q1 | $488K | Sell |
4,979
-200
| -4% | -$19.6K | 0.1% | 106 |
|
|
2013
Q4 | $503K | Sell |
5,179
-845
| -14% | -$82.1K | 0.11% | 106 |
|
|
2013
Q3 | $580K | Buy |
6,024
+725
| +14% | +$69.8K | 0.13% | 95 |
|
|
2013
Q2 | $525K | Buy |
+5,299
| New | +$525K | 0.12% | 98 |
|