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Independence Trust’s McDonald's MCD Stock Holding History

Independence Trust’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 		– Sell
-4,287
Closed -$506K – 58
2015
Q4 		$506K Hold
4,287
– – 0.66% 33
2015
Q3 		$422K Hold
4,287
– – 0.43% 48
2015
Q2 		$408K Hold
4,287
– – 0.27% 66
2015
Q1 		$418K Hold
4,287
– – 0.26% 65
2014
Q4 		$402K Buy
4,287
+1,095
+34% +$103K 0.24% 75
2014
Q3 		$303K Buy
3,192
+657
+26% +$62.7K 0.2% 73
2014
Q2 		$255K Hold
2,535
– – 0.16% 88
2014
Q1 		$249K Sell
2,535
-20
-0.8% -$1.91K 0.17% 87
2013
Q4 		$248K Sell
2,555
-675
-21% -$64.9K 0.17% 86
2013
Q3 		$311K Sell
3,230
-900
-22% -$87.9K 0.23% 79
2013
Q2 		$409K Buy
+4,130
New +$414K 0.29% 55

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
Capital World Investors
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Independence Trust's MCD Position: Q1 2016 in Review

Independence Trust sold out of McDonald's (MCD) in Q1 2016, closing a stake of 4,287 shares — an estimated $506K sold.

Independence Trust first reported a position in MCD in Q2 2013 and held it in 11 quarters. The position peaked at $506K in Q4 2015. 1,600 funds tracked by Wall St. Rank hold MCD as of Q1 2016.

  • Independence Trust reported no remaining McDonald's position as of Q1 2016 after selling out during the quarter.
  • Independence Trust sold 4,287 McDonald's shares in Q1 2016, an estimated $506K.
  • Independence Trust first reported a position in McDonald's in Q2 2013 and held it in 11 quarters.
  • Independence Trust's McDonald's position peaked at $506K in Q4 2015.
  • 1,600 funds tracked by Wall St. Rank held McDonald's as of Q1 2016.

Based on Independence Trust's 13F filing for Q1 2016, filed 19 Apr 2016.