Globe Life’s McDonald's MCD Stock Holding History

Globe Life’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
2014 Q4	–	Sell	-12,000	Closed	-$1.14M	–	27
2014 Q3	$1.14M	Sell	12,000 -18,000	-60%	-$1.72M	0.92%	21
2014 Q2	$3.02M	Hold	30,000	–	–	2.46%	17
2014 Q1	$2.94M	Hold	30,000	–	–	2.52%	17
2013 Q4	$2.91M	Hold	30,000	–	–	2.53%	16
2013 Q3	$2.89M	Hold	30,000	–	–	2.76%	15
2013 Q2	$2.97M	Buy	+30,000	New	+$3M	2.88%	14

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

BIT

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Globe Life's MCD Position: Q4 2014 in Review

Globe Life sold out of McDonald's (MCD) in Q4 2014, closing a stake of 12,000 shares — an estimated $1.14M sold.

Globe Life first reported a position in MCD in Q2 2013 and held it in 6 quarters. The position peaked at $3.02M in Q2 2014. 1,552 funds tracked by Wall St. Rank hold MCD as of Q4 2014.

Globe Life reported no remaining McDonald's position as of Q4 2014 after selling out during the quarter.
Globe Life sold 12,000 McDonald's shares in Q4 2014, an estimated $1.14M.
Globe Life first reported a position in McDonald's in Q2 2013 and held it in 6 quarters.
Globe Life's McDonald's position peaked at $3.02M in Q2 2014.
1,552 funds tracked by Wall St. Rank held McDonald's as of Q4 2014.

Based on Globe Life's 13F filing for Q4 2014, filed 5 Feb 2015.