FolioMetrix’s McDonald's MCD Stock Holding History

FolioMetrix’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	–	Sell	-1,151	Closed	-$111K	–	254
2014 Q4	$111K	Buy	+1,151	New	+$108K	0.08%	192

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 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 18.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

FolioMetrix's MCD Position: Q1 2015 in Review

FolioMetrix sold out of McDonald's (MCD) in Q1 2015, closing a stake of 1,151 shares — an estimated $111K sold.

FolioMetrix first reported a position in MCD in Q4 2014 and held it in 1 quarter. The position peaked at $111K in Q4 2014. 1,545 funds tracked by Wall St. Rank hold MCD as of Q1 2015.

FolioMetrix reported no remaining McDonald's position as of Q1 2015 after selling out during the quarter.
FolioMetrix sold 1,151 McDonald's shares in Q1 2015, an estimated $111K.
FolioMetrix first reported a position in McDonald's in Q4 2014 and held it in 1 quarter.
FolioMetrix's McDonald's position peaked at $111K in Q4 2014.
1,545 funds tracked by Wall St. Rank held McDonald's as of Q1 2015.

Based on FolioMetrix's 13F filing for Q1 2015, filed 28 Apr 2015.