Genovese Burford & Brothers Wealth & Retirement Plan Management’s McDonald's MCD Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
2018 Q4	–	Sell	-1,645	Closed	-$275K	–	98
2018 Q3	$275K	Buy	1,645 +25	+2%	+$4.01K	0.09%	69
2018 Q2	$254K	Hold	1,620	–	–	0.09%	63
2018 Q1	$253K	Buy	+1,620	New	+$267K	0.09%	62
2017 Q4	–	Sell	-1,931	Closed	-$302K	–	370
2017 Q3	$302K	Sell	1,931 -17	-0.9%	-$2.66K	0.12%	40
2017 Q2	$298K	Hold	1,948	–	–	0.12%	41
2017 Q1	$253K	Hold	1,948	–	–	0.1%	46
2016 Q4	$238K	Hold	1,948	–	–	0.06%	59
2016 Q3	$224K	Sell	1,948 -607	-24%	-$71.9K	0.09%	53
2016 Q2	$307K	Buy	2,555 +1,500	+142%	+$188K	0.12%	45
2016 Q1	$132K	Buy	1,055 +17	+2%	+$2.03K	0.06%	76
2015 Q4	$123K	Buy	+1,038	New	+$116K	0.06%	77

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Genovese Burford & Brothers Wealth & Retirement Plan Management's MCD Position: Q4 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of McDonald's (MCD) in Q4 2018, closing a stake of 1,645 shares — an estimated $275K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in MCD in Q4 2015 and held it in 11 quarters. The position peaked at $307K in Q2 2016. 2,004 funds tracked by Wall St. Rank hold MCD as of Q4 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining McDonald's position as of Q4 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 1,645 McDonald's shares in Q4 2018, an estimated $275K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in McDonald's in Q4 2015 and held it in 11 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's McDonald's position peaked at $307K in Q2 2016.
2,004 funds tracked by Wall St. Rank held McDonald's as of Q4 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2018, filed 30 Jan 2019.