First Citizens Bancorporation’s McDonald's MCD Stock Holding History

First Citizens Bancorporation’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 Q4	$984K	Sell	10,496 -782	-7%	-$73.2K	0.66%	70
2014 Q3	$1.07M	Buy	11,278 +562	+5%	+$53.6K	0.77%	55
2014 Q2	$1.08M	Buy	10,716 +935	+10%	+$94.4K	0.81%	52
2014 Q1	$959K	Sell	9,781 -922	-9%	-$88.2K	0.77%	62
2013 Q4	$1.04M	Buy	10,703 +147	+1%	+$14.1K	0.82%	58
2013 Q3	$1.01M	Sell	10,556 -4,859	-32%	-$474K	0.88%	54
2013 Q2	$1.53M	Buy	+15,415	New	+$1.54M	1.4%	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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

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

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

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

First Citizens Bancorporation's MCD Position: Q4 2014 in Review

First Citizens Bancorporation reduced its McDonald's (MCD) stake by 6.9% in Q4 2014, selling an estimated $73.2K and leaving 10,496 shares worth $984K. The position accounts for 0.66% of the portfolio, ranked #70.

First Citizens Bancorporation first reported a position in MCD in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.53M in Q2 2013. 1,552 funds tracked by Wall St. Rank hold MCD as of Q4 2014.

First Citizens Bancorporation held 10,496 shares of McDonald's worth $984K as of Q4 2014.
First Citizens Bancorporation sold 782 McDonald's shares in Q4 2014, an estimated $73.2K.
McDonald's made up 0.66% of First Citizens Bancorporation's portfolio in Q4 2014, its #70 holding.
First Citizens Bancorporation first reported a position in McDonald's in Q2 2013 and has held it in 7 quarters since.
First Citizens Bancorporation's McDonald's position peaked at $1.53M in Q2 2013.
1,552 funds tracked by Wall St. Rank held McDonald's as of Q4 2014.

Based on First Citizens Bancorporation's 13F filing for Q4 2014, filed 21 Jan 2015.