Index Management Solutions’s McDonald's MCD Stock Holding History

Index Management Solutions’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 Q3	$60K	Sell	610 -164	-21%	-$16K	0.06%	127
2015 Q2	$74K	Buy	774 +260	+51%	+$25.1K	0.07%	136
2015 Q1	$50K	Sell	514 -416	-45%	-$39.5K	0.04%	123
2014 Q4	$87K	Sell	930 -7,455	-89%	-$698K	0.01%	265
2014 Q3	$795K	Buy	8,385 +2,116	+34%	+$202K	0.09%	194
2014 Q2	$632K	Buy	6,269 +3,756	+149%	+$379K	0.08%	242
2014 Q1	$246K	Buy	2,513 +1,277	+103%	+$122K	0.04%	242
2013 Q4	$120K	Buy	1,236 +347	+39%	+$33.3K	0.03%	161
2013 Q3	$86K	Buy	+889	New	+$86.8K	0.03%	240

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

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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 America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Index Management Solutions's MCD Position: Q3 2015 in Review

Index Management Solutions reduced its McDonald's (MCD) stake by 21% in Q3 2015, selling an estimated $16K and leaving 610 shares worth $60K. The position accounts for 0.06% of the portfolio, ranked #127.

Index Management Solutions first reported a position in MCD in Q3 2013 and has held it in 9 quarters since. The position peaked at $795K in Q3 2014. 1,494 funds tracked by Wall St. Rank hold MCD as of Q3 2015.

Index Management Solutions held 610 shares of McDonald's worth $60K as of Q3 2015.
Index Management Solutions sold 164 McDonald's shares in Q3 2015, an estimated $16K.
McDonald's made up 0.06% of Index Management Solutions's portfolio in Q3 2015, its #127 holding.
Index Management Solutions first reported a position in McDonald's in Q3 2013 and has held it in 9 quarters since.
Index Management Solutions's McDonald's position peaked at $795K in Q3 2014.
1,494 funds tracked by Wall St. Rank held McDonald's as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.