Integrated Wealth Counsel’s McDonald's MCD Stock Holding History

Integrated Wealth Counsel’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 Q4	$85K	Hold	695	–	–	0.18%	56
2016 Q3	$80K	Hold	695	–	–	0.17%	53
2016 Q2	$84K	Hold	695	–	–	0.19%	37
2016 Q1	$87K	Buy	695 +105	+18%	+$12.5K	0.2%	37
2015 Q4	$70K	Hold	590	–	–	0.11%	42
2015 Q3	$58K	Hold	590	–	–	0.1%	44
2015 Q2	$56K	Hold	590	–	–	0.08%	46
2015 Q1	$57K	Hold	590	–	–	0.07%	55
2014 Q4	$55K	Hold	590	–	–	0.07%	57
2014 Q3	$56K	Hold	590	–	–	0.06%	52
2014 Q2	$59K	Sell	590 -40	-6%	-$4.04K	0.05%	64
2014 Q1	$62K	Sell	630 -45	-7%	-$4.3K	0.05%	87
2013 Q4	$65K	Buy	675 +40	+6%	+$3.84K	0.05%	87
2013 Q3	$61.1K	Hold	635	–	–	0.04%	91
2013 Q2	$63K	Buy	+635	New	+$63.6K	0.05%	94

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Integrated Wealth Counsel's MCD Position: Q4 2016 in Review

Integrated Wealth Counsel held its McDonald's (MCD) position steady in Q4 2016 at 695 shares worth $85K. The position accounts for 0.18% of the portfolio, ranked #56.

Integrated Wealth Counsel first reported a position in MCD in Q2 2013 and has held it in 15 quarters since. The position peaked at $87K in Q1 2016. 1,617 funds tracked by Wall St. Rank hold MCD as of Q4 2016.

Integrated Wealth Counsel held 695 shares of McDonald's worth $85K as of Q4 2016.
Integrated Wealth Counsel left its McDonald's share count unchanged in Q4 2016.
McDonald's made up 0.18% of Integrated Wealth Counsel's portfolio in Q4 2016, its #56 holding.
Integrated Wealth Counsel first reported a position in McDonald's in Q2 2013 and has held it in 15 quarters since.
Integrated Wealth Counsel's McDonald's position peaked at $87K in Q1 2016.
1,617 funds tracked by Wall St. Rank held McDonald's as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.