Investors Capital Advisory Services’s McDonald's MCD Stock Holding History

Investors Capital Advisory Services’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 Q2	$1.33M	Buy	11,078 +9	+0.1%	+$1.13K	0.26%	96
2016 Q1	$1.39M	Buy	11,069 +553	+5%	+$66.1K	0.28%	88
2015 Q4	$1.24M	Sell	10,516 -4,099	-28%	-$458K	0.24%	103
2015 Q3	$1.44M	Sell	14,615 -337	-2%	-$32.8K	0.29%	78
2015 Q2	$1.42M	Sell	14,952 -272	-2%	-$26.3K	0.26%	96
2015 Q1	$1.48M	Sell	15,224 -338	-2%	-$32.1K	0.28%	88
2014 Q4	$1.46M	Buy	15,562 +538	+4%	+$50.4K	0.28%	84
2014 Q3	$1.42M	Buy	15,024 +1,244	+9%	+$119K	0.28%	85
2014 Q2	$1.39M	Sell	13,780 -97	-0.7%	-$9.79K	0.22%	120
2014 Q1	$1.36M	Buy	13,877 +650	+5%	+$62.2K	0.29%	77
2013 Q4	$1.28M	Sell	13,227 -12,168	-48%	-$1.17M	0.3%	86
2013 Q3	$2.44M	Sell	25,395 -2,344	-8%	-$229K	0.63%	23
2013 Q2	$2.75M	Buy	+27,739	New	+$2.78M	0.84%	17

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Investors Capital Advisory Services's MCD Position: Q2 2016 in Review

Investors Capital Advisory Services increased its McDonald's (MCD) stake by 0.08% in Q2 2016, buying an estimated $1.13K and bringing the position to 11,078 shares worth $1.33M. The position accounts for 0.26% of the portfolio, ranked #96.

Investors Capital Advisory Services first reported a position in MCD in Q2 2013 and has held it in 13 quarters since. The position peaked at $2.75M in Q2 2013. 1,580 funds tracked by Wall St. Rank hold MCD as of Q2 2016.

Investors Capital Advisory Services held 11,078 shares of McDonald's worth $1.33M as of Q2 2016.
Investors Capital Advisory Services bought 9 McDonald's shares in Q2 2016, an estimated $1.13K.
McDonald's made up 0.26% of Investors Capital Advisory Services's portfolio in Q2 2016, its #96 holding.
Investors Capital Advisory Services first reported a position in McDonald's in Q2 2013 and has held it in 13 quarters since.
Investors Capital Advisory Services's McDonald's position peaked at $2.75M in Q2 2013.
1,580 funds tracked by Wall St. Rank held McDonald's as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.