Fiduciary Services Corp’s McDonald's MCD Stock Holding History

Fiduciary Services Corp’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	$1.87M	Sell	19,205 -1,160	-6%	-$110K	0.61%	53
2014 Q4	$1.91M	Sell	20,365 -1,966	-9%	-$184K	0.66%	51
2014 Q3	$2.12M	Sell	22,331 -8,022	-26%	-$765K	0.78%	44
2014 Q2	$3.06M	Buy	30,353 +133	+0.4%	+$13.4K	1.15%	30
2014 Q1	$2.96M	Sell	30,220 -390	-1%	-$37.3K	1.18%	31
2013 Q4	$2.97M	Sell	30,610 -506	-2%	-$48.6K	1.19%	28
2013 Q3	$2.99M	Buy	31,116 +1,661	+6%	+$162K	1.32%	28
2013 Q2	$2.92M	Buy	+29,455	New	+$2.95M	1.3%	25

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 Services Corp's MCD Position: Q1 2015 in Review

Fiduciary Services Corp reduced its McDonald's (MCD) stake by 5.7% in Q1 2015, selling an estimated $110K and leaving 19,205 shares worth $1.87M. The position accounts for 0.61% of the portfolio, ranked #53.

Fiduciary Services Corp first reported a position in MCD in Q2 2013 and has held it in 8 quarters since. The position peaked at $3.06M in Q2 2014. 1,543 funds tracked by Wall St. Rank hold MCD as of Q1 2015.

Fiduciary Services Corp held 19,205 shares of McDonald's worth $1.87M as of Q1 2015.
Fiduciary Services Corp sold 1,160 McDonald's shares in Q1 2015, an estimated $110K.
McDonald's made up 0.61% of Fiduciary Services Corp's portfolio in Q1 2015, its #53 holding.
Fiduciary Services Corp first reported a position in McDonald's in Q2 2013 and has held it in 8 quarters since.
Fiduciary Services Corp's McDonald's position peaked at $3.06M in Q2 2014.
1,543 funds tracked by Wall St. Rank held McDonald's as of Q1 2015.

Based on Fiduciary Services Corp's 13F filing for Q1 2015, filed 14 May 2015.