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Financial Advantage’s McDonald's MCD Stock Holding History

Financial Advantage’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
2014
Q2 		– Sell
-100
Closed -$10K – 125
2014
Q1 		$10K Hold
100
– – 0.01% 101
2013
Q4 		$10K Hold
100
– – 0.01% 146
2013
Q3 		$10K Hold
100
– – 0.01% 133
2013
Q2 		$10K Buy
+100
New +$10K 0.01% 137

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Financial Advantage's MCD Position: Q2 2014 in Review

Financial Advantage sold out of McDonald's (MCD) in Q2 2014, closing a stake of 100 shares — an estimated $10K sold.

Financial Advantage first reported a position in MCD in Q2 2013 and held it in 4 quarters. The position peaked at $10K in Q1 2014. 1,488 funds tracked by Wall St. Rank hold MCD as of Q2 2014.

  • Financial Advantage reported no remaining McDonald's position as of Q2 2014 after selling out during the quarter.
  • Financial Advantage sold 100 McDonald's shares in Q2 2014, an estimated $10K.
  • Financial Advantage first reported a position in McDonald's in Q2 2013 and held it in 4 quarters.
  • Financial Advantage's McDonald's position peaked at $10K in Q1 2014.
  • 1,488 funds tracked by Wall St. Rank held McDonald's as of Q2 2014.

Based on Financial Advantage's 13F filing for Q2 2014, filed 11 Aug 2014.