FirstMerit Bank N.A. Trustee’s McDonald's MCD Stock Holding History

FirstMerit Bank N.A. Trustee’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
2016 Q2	$10.9M	Sell	90,597 -2,123	-2%	-$266K	0.88%	33
2016 Q1	$11.7M	Sell	92,720 -1,818	-2%	-$217K	0.97%	32
2015 Q4	$11.2M	Buy	94,538 +600	+0.6%	+$67.1K	0.95%	32
2015 Q3	$9.26M	Sell	93,938 -1,880	-2%	-$183K	0.82%	36
2015 Q2	$9.11M	Sell	95,818 -4,706	-5%	-$455K	0.75%	37
2015 Q1	$9.79M	Sell	100,524 -1,230	-1%	-$117K	0.8%	36
2014 Q4	$9.54M	Sell	101,754 -5,100	-5%	-$477K	0.78%	40
2014 Q3	$10.1M	Sell	106,854 -6,541	-6%	-$624K	0.85%	33
2014 Q2	$11.4M	Sell	113,395 -7,550	-6%	-$762K	0.95%	30
2014 Q1	$11.9M	Sell	120,945 -730	-0.6%	-$69.8K	1.03%	28
2013 Q4	$11.8M	Buy	121,675 +524	+0.4%	+$50.3K	1.05%	29
2013 Q3	$11.7M	Buy	121,151 +2,870	+2%	+$280K	1.08%	30
2013 Q2	$11.7M	Buy	+118,281	New	+$11.8M	1.11%	27

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BIT

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

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

FirstMerit Bank N.A. Trustee's MCD Position: Q2 2016 in Review

FirstMerit Bank N.A. Trustee reduced its McDonald's (MCD) stake by 2.3% in Q2 2016, selling an estimated $266K and leaving 90,597 shares worth $10.9M. The position accounts for 0.88% of the portfolio, ranked #33.

FirstMerit Bank N.A. Trustee first reported a position in MCD in Q2 2013 and has held it in 13 quarters since. The position peaked at $11.9M in Q1 2014. 1,580 funds tracked by Wall St. Rank hold MCD as of Q2 2016.

FirstMerit Bank N.A. Trustee held 90,597 shares of McDonald's worth $10.9M as of Q2 2016.
FirstMerit Bank N.A. Trustee sold 2,123 McDonald's shares in Q2 2016, an estimated $266K.
McDonald's made up 0.88% of FirstMerit Bank N.A. Trustee's portfolio in Q2 2016, its #33 holding.
FirstMerit Bank N.A. Trustee first reported a position in McDonald's in Q2 2013 and has held it in 13 quarters since.
FirstMerit Bank N.A. Trustee's McDonald's position peaked at $11.9M in Q1 2014.
1,580 funds tracked by Wall St. Rank held McDonald's as of Q2 2016.

Based on FirstMerit Bank N.A. Trustee's 13F filing for Q2 2016, filed 11 Jul 2016.