Hoxton Financial’s McDonald's MCD Stock Holding History

Hoxton Financial’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
2016 Q1	$86K	Buy	683 +160	+31%	+$19.1K	0.04%	113
2015 Q4	$62K	Hold	523	–	–	0.03%	123
2015 Q3	$52K	Hold	523	–	–	0.02%	135
2015 Q2	$50K	Hold	523	–	–	0.02%	139
2015 Q1	$51K	Sell	523 -350	-40%	-$33.2K	0.02%	138
2014 Q4	$82K	Buy	873 +350	+67%	+$32.8K	0.03%	120
2014 Q3	$50K	Hold	523	–	–	0.02%	133
2014 Q2	$53K	Sell	523 -100	-16%	-$10.1K	0.02%	132
2014 Q1	$61K	Buy	623 +217	+53%	+$20.7K	0.03%	121
2013 Q4	$39K	Hold	406	–	–	0.02%	245
2013 Q3	$39K	Buy	406 +206	+103%	+$20.1K	0.04%	145
2013 Q2	$20K	Buy	+200	New	+$20K	0.01%	284

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Hoxton Financial's MCD Position: Q1 2016 in Review

Hoxton Financial increased its McDonald's (MCD) stake by 31% in Q1 2016, buying an estimated $19.1K and bringing the position to 683 shares worth $86K. The position accounts for 0.04% of the portfolio, ranked #113.

Hoxton Financial first reported a position in MCD in Q2 2013 and has held it in 12 quarters since. 1,601 funds tracked by Wall St. Rank hold MCD as of Q1 2016.

Hoxton Financial held 683 shares of McDonald's worth $86K as of Q1 2016.
Hoxton Financial bought 160 McDonald's shares in Q1 2016, an estimated $19.1K.
McDonald's made up 0.04% of Hoxton Financial's portfolio in Q1 2016, its #113 holding.
Hoxton Financial first reported a position in McDonald's in Q2 2013 and has held it in 12 quarters since.
1,601 funds tracked by Wall St. Rank held McDonald's as of Q1 2016.

Based on Hoxton Financial's 13F filing for Q1 2016, filed 29 Apr 2016.