Integrated Wealth Management (Palm Desert)’s McDonald's MCD Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2017 Q1	$3.85M	Sell	29,671 -23	-0.1%	-$2.89K	1.29%	20
2016 Q4	$3.61M	Sell	29,694 -10	-0%	-$1.17K	1.35%	16
2016 Q3	$3.43M	Buy	29,704 +134	+0.5%	+$15.9K	1.23%	14
2016 Q2	$3.56M	Sell	29,570 -19	-0.1%	-$2.38K	1.37%	12
2016 Q1	$3.72M	Sell	29,589 -210	-0.7%	-$25.1K	1.57%	12
2015 Q4	$3.52M	Buy	29,799 +239	+0.8%	+$26.7K	1.52%	13
2015 Q3	$2.91M	Buy	29,560 +3	+0%	+$292	1.28%	15
2015 Q2	$2.81M	Sell	29,557 -282	-0.9%	-$27.3K	1.09%	17
2015 Q1	$2.91M	Buy	+29,839	New	+$2.83M	1.21%	16

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s MCD Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) reduced its McDonald's (MCD) stake by 0.08% in Q1 2017, selling an estimated $2.89K and leaving 29,671 shares worth $3.85M. The position accounts for 1.29% of the portfolio, ranked #20.

Integrated Wealth Management (Palm Desert) first reported a position in MCD in Q1 2015 and has held it in 9 quarters since. 1,650 funds tracked by Wall St. Rank hold MCD as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 29,671 shares of McDonald's worth $3.85M as of Q1 2017.
Integrated Wealth Management (Palm Desert) sold 23 McDonald's shares in Q1 2017, an estimated $2.89K.
McDonald's made up 1.29% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #20 holding.
Integrated Wealth Management (Palm Desert) first reported a position in McDonald's in Q1 2015 and has held it in 9 quarters since.
1,650 funds tracked by Wall St. Rank held McDonald's as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.