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Genesis Wealth Advisors’s McDonald's MCD Stock Holding History

Genesis Wealth Advisors’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
Q2 		$39.9K Hold
420
– – 0.03% 201
2015
Q1 		$40.4K Sell
420
-100
-19% -$9.49K 0.03% 216
2014
Q4 		$51.3K Buy
+520
New +$48.7K 0.04% 208

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Genesis Wealth Advisors's MCD Position: Q2 2015 in Review

Genesis Wealth Advisors held its McDonald's (MCD) position steady in Q2 2015 at 420 shares worth $39.9K. The position accounts for 0.03% of the portfolio, ranked #201.

Genesis Wealth Advisors first reported a position in MCD in Q4 2014 and has held it in 3 quarters since. The position peaked at $51.3K in Q4 2014. 1,496 funds tracked by Wall St. Rank hold MCD as of Q2 2015.

  • Genesis Wealth Advisors held 420 shares of McDonald's worth $39.9K as of Q2 2015.
  • Genesis Wealth Advisors left its McDonald's share count unchanged in Q2 2015.
  • McDonald's made up 0.03% of Genesis Wealth Advisors's portfolio in Q2 2015, its #201 holding.
  • Genesis Wealth Advisors first reported a position in McDonald's in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's McDonald's position peaked at $51.3K in Q4 2014.
  • 1,496 funds tracked by Wall St. Rank held McDonald's as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.