Guardian Investor Services’s McDonald's MCD Stock Holding History

Guardian Investor Services’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 Q1	$647K	Sell	6,638 -96	-1%	-$9.11K	0.51%	47
2014 Q4	$631K	Sell	6,734 -232	-3%	-$21.7K	0.5%	44
2014 Q3	$660K	Sell	6,966 -397	-5%	-$37.9K	0.53%	38
2014 Q2	$742K	Sell	7,363 -310	-4%	-$31.3K	0.57%	36
2014 Q1	$752K	Sell	7,673 -339	-4%	-$32.4K	0.58%	36
2013 Q4	$777K	Sell	8,012 -20	-0.2%	-$1.92K	0.59%	34
2013 Q3	$773K	Sell	8,032 -114	-1%	-$11.1K	0.64%	33
2013 Q2	$806K	Buy	+8,146	New	+$816K	0.69%	31

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Guardian Investor Services's MCD Position: Q1 2015 in Review

Guardian Investor Services reduced its McDonald's (MCD) stake by 1.4% in Q1 2015, selling an estimated $9.11K and leaving 6,638 shares worth $647K. The position accounts for 0.51% of the portfolio, ranked #47.

Guardian Investor Services first reported a position in MCD in Q2 2013 and has held it in 8 quarters since. The position peaked at $806K in Q2 2013. 1,544 funds tracked by Wall St. Rank hold MCD as of Q1 2015.

Guardian Investor Services held 6,638 shares of McDonald's worth $647K as of Q1 2015.
Guardian Investor Services sold 96 McDonald's shares in Q1 2015, an estimated $9.11K.
McDonald's made up 0.51% of Guardian Investor Services's portfolio in Q1 2015, its #47 holding.
Guardian Investor Services first reported a position in McDonald's in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's McDonald's position peaked at $806K in Q2 2013.
1,544 funds tracked by Wall St. Rank held McDonald's as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.