Geneva Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $5.42M | Buy |
35,382
+1,464
| +4% | +$224K | 0.09% | 118 |
|
|
2017
Q1 | $4.4M | Sell |
33,918
-3,437
| -9% | -$445K | 0.08% | 131 |
|
|
2016
Q4 | $4.55M | Sell |
37,355
-1,614
| -4% | -$196K | 0.09% | 120 |
|
|
2016
Q3 | $4.5M | Buy |
38,969
+266
| +0.7% | +$30.7K | 0.08% | 125 |
|
|
2016
Q2 | $4.66M | Sell |
38,703
-8,656
| -18% | -$1.04M | 0.09% | 121 |
|
|
2016
Q1 | $5.95M | Buy |
47,359
+11,113
| +31% | +$1.4M | 0.12% | 103 |
|
|
2015
Q4 | $4.28M | Sell |
36,246
-12,925
| -26% | -$1.53M | 0.08% | 117 |
|
|
2015
Q3 | $4.85M | Sell |
49,171
-318
| -0.6% | -$31.3K | 0.1% | 114 |
|
|
2015
Q2 | $4.71M | Sell |
49,489
-1,304
| -3% | -$124K | 0.08% | 136 |
|
|
2015
Q1 | $4.95M | Sell |
50,793
-5,604
| -10% | -$546K | 0.09% | 132 |
|
|
2014
Q4 | $5.28M | Sell |
56,397
-8,110
| -13% | -$760K | 0.1% | 121 |
|
|
2014
Q3 | $6.12M | Sell |
64,507
-4,312
| -6% | -$409K | 0.12% | 115 |
|
|
2014
Q2 | $6.93M | Buy |
68,819
+297
| +0.4% | +$29.9K | 0.13% | 113 |
|
|
2014
Q1 | $6.72M | Buy |
68,522
+21,554
| +46% | +$2.11M | 0.12% | 109 |
|
|
2013
Q4 | $4.56M | Sell |
46,968
-2,027
| -4% | -$197K | 0.08% | 115 |
|
|
2013
Q3 | $4.71M | Sell |
48,995
-197,215
| -80% | -$19M | 0.1% | 117 |
|
|
2013
Q2 | $24.4M | Buy |
+246,210
| New | +$24.4M | 0.57% | 67 |
|