Fiduciary Financial Services of The Southwest’s McDonald's MCD Stock Holding History

Fiduciary Financial Services of The Southwest’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 Q2	–	Sell	-29,602	Closed	-$2.88M	–	166
2015 Q1	$2.88M	Sell	29,602 -170	-0.6%	-$16.1K	0.85%	38
2014 Q4	$2.79M	Sell	29,772 -311	-1%	-$29.1K	0.8%	42
2014 Q3	$2.85M	Sell	30,083 -633	-2%	-$60.4K	0.81%	41
2014 Q2	$3.09M	Sell	30,716 -145	-0.5%	-$14.6K	0.87%	38
2014 Q1	$3.02M	Sell	30,861 -150	-0.5%	-$14.3K	0.91%	35
2013 Q4	$3.01M	Sell	31,011 -555	-2%	-$53.3K	0.95%	33
2013 Q3	$3.04M	Sell	31,566 -575	-2%	-$56.1K	1%	31
2013 Q2	$3.18M	Buy	+32,141	New	+$3.22M	1.06%	30

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fiduciary Financial Services of The Southwest's MCD Position: Q2 2015 in Review

Fiduciary Financial Services of The Southwest sold out of McDonald's (MCD) in Q2 2015, closing a stake of 29,602 shares — an estimated $2.88M sold.

Fiduciary Financial Services of The Southwest first reported a position in MCD in Q2 2013 and held it in 8 quarters. The position peaked at $3.18M in Q2 2013. 1,497 funds tracked by Wall St. Rank hold MCD as of Q2 2015.

Fiduciary Financial Services of The Southwest reported no remaining McDonald's position as of Q2 2015 after selling out during the quarter.
Fiduciary Financial Services of The Southwest sold 29,602 McDonald's shares in Q2 2015, an estimated $2.88M.
Fiduciary Financial Services of The Southwest first reported a position in McDonald's in Q2 2013 and held it in 8 quarters.
Fiduciary Financial Services of The Southwest's McDonald's position peaked at $3.18M in Q2 2013.
1,497 funds tracked by Wall St. Rank held McDonald's as of Q2 2015.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q2 2015, filed 13 Aug 2015.