Haberer Registered Investment Advisor’s McDonald's MCD Stock Holding History

Haberer Registered Investment Advisor’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	$105K	Sell	1,079 -7,950	-88%	-$754K	0.06%	94
2014 Q4	$846K	Sell	9,029 -3,146	-26%	-$294K	0.49%	49
2014 Q3	$1.15M	Sell	12,175 -300	-2%	-$28.6K	0.55%	47
2014 Q2	$1.26M	Sell	12,475 -300	-2%	-$30.3K	0.56%	43
2014 Q1	$1.25M	Sell	12,775 -1,425	-10%	-$136K	0.6%	46
2013 Q4	$1.38M	Sell	14,200 -42,259	-75%	-$4.06M	0.58%	48
2013 Q3	$5.43M	Sell	56,459 -7,436	-12%	-$726K	1.94%	14
2013 Q2	$6.33M	Buy	+63,895	New	+$6.4M	1.74%	18

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

Haberer Registered Investment Advisor's MCD Position: Q1 2015 in Review

Haberer Registered Investment Advisor reduced its McDonald's (MCD) stake by 88% in Q1 2015, selling an estimated $754K and leaving 1,079 shares worth $105K. The position accounts for 0.06% of the portfolio, ranked #94.

Haberer Registered Investment Advisor first reported a position in MCD in Q2 2013 and has held it in 8 quarters since. The position peaked at $6.33M in Q2 2013. 1,542 funds tracked by Wall St. Rank hold MCD as of Q1 2015.

Haberer Registered Investment Advisor held 1,079 shares of McDonald's worth $105K as of Q1 2015.
Haberer Registered Investment Advisor sold 7,950 McDonald's shares in Q1 2015, an estimated $754K.
McDonald's made up 0.06% of Haberer Registered Investment Advisor's portfolio in Q1 2015, its #94 holding.
Haberer Registered Investment Advisor first reported a position in McDonald's in Q2 2013 and has held it in 8 quarters since.
Haberer Registered Investment Advisor's McDonald's position peaked at $6.33M in Q2 2013.
1,542 funds tracked by Wall St. Rank held McDonald's as of Q1 2015.

Based on Haberer Registered Investment Advisor's 13F filing for Q1 2015, filed 8 Apr 2015.