Euclid Advisors’s McDonald's MCD Stock Holding History

Euclid 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
2016 Q3	–	Sell	-157,127	Closed	-$18.9M	–	288
2016 Q2	$18.9M	Sell	157,127 -40,480	-20%	-$5.07M	0.82%	20
2016 Q1	$24.8M	Sell	197,607 -18,123	-8%	-$2.17M	0.94%	15
2015 Q4	$25.5M	Sell	215,730 -55,580	-20%	-$6.21M	0.78%	24
2015 Q3	$26.7M	Buy	271,310 +220,280	+432%	+$21.5M	1.21%	21
2015 Q2	$4.85M	Sell	51,030 -474,010	-90%	-$45.8M	0.1%	240
2015 Q1	$51.2M	Sell	525,040 -101,680	-16%	-$9.65M	0.94%	17
2014 Q4	$58.7M	Buy	626,720 +38,130	+6%	+$3.57M	0.55%	40
2014 Q3	$55.8M	Buy	+588,590	New	+$56.1M	0.4%	54
2014 Q1	–	Sell	-471,761	Closed	-$45.8M	–	453
2013 Q4	$45.8M	Sell	471,761 -23,300	-5%	-$2.24M	0.38%	57
2013 Q3	$47.6M	Buy	495,061 +99,111	+25%	+$9.68M	0.48%	42
2013 Q2	$39.2M	Buy	+395,950	New	+$39.7M	0.49%	42

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Euclid Advisors's MCD Position: Q3 2016 in Review

Euclid Advisors sold out of McDonald's (MCD) in Q3 2016, closing a stake of 157,127 shares — an estimated $18.9M sold.

Euclid Advisors first reported a position in MCD in Q2 2013 and held it in 11 quarters. The position peaked at $58.7M in Q4 2014. 1,530 funds tracked by Wall St. Rank hold MCD as of Q3 2016.

Euclid Advisors reported no remaining McDonald's position as of Q3 2016 after selling out during the quarter.
Euclid Advisors sold 157,127 McDonald's shares in Q3 2016, an estimated $18.9M.
Euclid Advisors first reported a position in McDonald's in Q2 2013 and held it in 11 quarters.
Euclid Advisors's McDonald's position peaked at $58.7M in Q4 2014.
1,530 funds tracked by Wall St. Rank held McDonald's as of Q3 2016.

Based on Euclid Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.