Fiduciary Asset Management’s McDonald's MCD Stock Holding History

Fiduciary Asset 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
2015 Q1	$289K	Sell	2,970 -580	-16%	-$55K	0.05%	78
2014 Q4	$333K	Sell	3,550 -6,477	-65%	-$606K	0.06%	71
2014 Q3	$951K	Sell	10,027 -38,093	-79%	-$3.63M	0.18%	62
2014 Q2	$4.85M	Sell	48,120 -55,621	-54%	-$5.62M	0.94%	37
2014 Q1	$10.2M	Sell	103,741 -17,156	-14%	-$1.64M	2.17%	19
2013 Q4	$11.7M	Sell	120,897 -9,107	-7%	-$875K	2.68%	10
2013 Q3	$12.5M	Sell	130,004 -9,587	-7%	-$936K	2.93%	9
2013 Q2	$13.8M	Buy	+139,591	New	+$14M	3.03%	8

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fiduciary Asset Management's MCD Position: Q1 2015 in Review

Fiduciary Asset Management reduced its McDonald's (MCD) stake by 16% in Q1 2015, selling an estimated $55K and leaving 2,970 shares worth $289K. The position accounts for 0.05% of the portfolio, ranked #78.

Fiduciary Asset Management first reported a position in MCD in Q2 2013 and has held it in 8 quarters since. The position peaked at $13.8M in Q2 2013. 1,544 funds tracked by Wall St. Rank hold MCD as of Q1 2015.

Fiduciary Asset Management held 2,970 shares of McDonald's worth $289K as of Q1 2015.
Fiduciary Asset Management sold 580 McDonald's shares in Q1 2015, an estimated $55K.
McDonald's made up 0.05% of Fiduciary Asset Management's portfolio in Q1 2015, its #78 holding.
Fiduciary Asset Management first reported a position in McDonald's in Q2 2013 and has held it in 8 quarters since.
Fiduciary Asset Management's McDonald's position peaked at $13.8M in Q2 2013.
1,544 funds tracked by Wall St. Rank held McDonald's as of Q1 2015.

Based on Fiduciary Asset Management's 13F filing for Q1 2015, filed 14 Apr 2015.