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Greystone Managed Investments’s McDonald's MCD Stock Holding History

Greystone Managed Investments’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
Q3 		– Sell
-19,020
Closed -$1.92M – 85
2014
Q2 		$1.92M Sell
19,020
-1,320
-6% -$133K 0.03% 81
2014
Q1 		$1.99M Hold
20,340
– – 0.04% 80
2013
Q4 		$1.97M Sell
20,340
-28,100
-58% -$2.7M 0.03% 83
2013
Q3 		$4.66M Buy
48,440
+9,700
+25% +$947K 0.07% 83
2013
Q2 		$3.83M Buy
+38,740
New +$3.88M 0.06% 83

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Greystone Managed Investments's MCD Position: Q3 2014 in Review

Greystone Managed Investments sold out of McDonald's (MCD) in Q3 2014, closing a stake of 19,020 shares — an estimated $1.92M sold.

Greystone Managed Investments first reported a position in MCD in Q2 2013 and held it in 5 quarters. The position peaked at $4.66M in Q3 2013. 1,481 funds tracked by Wall St. Rank hold MCD as of Q3 2014.

  • Greystone Managed Investments reported no remaining McDonald's position as of Q3 2014 after selling out during the quarter.
  • Greystone Managed Investments sold 19,020 McDonald's shares in Q3 2014, an estimated $1.92M.
  • Greystone Managed Investments first reported a position in McDonald's in Q2 2013 and held it in 5 quarters.
  • Greystone Managed Investments's McDonald's position peaked at $4.66M in Q3 2013.
  • 1,481 funds tracked by Wall St. Rank held McDonald's as of Q3 2014.

Based on Greystone Managed Investments's 13F filing for Q3 2014, filed 7 Nov 2014.