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Invictus RG’s McDonald's MCD Stock Holding History

Invictus RG’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
Q3 		– Sell
-134
Closed -$21K – 623
2017
Q2 		$21K Sell
134
-109
-45% -$15.8K 0.02% 517
2017
Q1 		$31K Sell
243
-115
-32% -$14.4K 0.02% 568
2016
Q4 		$44K Sell
358
-1,050
-75% -$123K 0.03% 470
2016
Q3 		$162K Sell
1,408
-510
-27% -$60.4K 0.13% 308
2016
Q2 		$231K Buy
1,918
+999
+109% +$125K 0.24% 155
2016
Q1 		$115K Buy
919
+721
+364% +$86.2K 0.14% 276
2015
Q4 		$23K Buy
+198
New +$22.1K 0.02% 450

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invictus RG's MCD Position: Q3 2017 in Review

Invictus RG sold out of McDonald's (MCD) in Q3 2017, closing a stake of 134 shares — an estimated $21K sold.

Invictus RG first reported a position in MCD in Q4 2015 and held it in 7 quarters. The position peaked at $231K in Q2 2016. 1,718 funds tracked by Wall St. Rank hold MCD as of Q3 2017.

  • Invictus RG reported no remaining McDonald's position as of Q3 2017 after selling out during the quarter.
  • Invictus RG sold 134 McDonald's shares in Q3 2017, an estimated $21K.
  • Invictus RG first reported a position in McDonald's in Q4 2015 and held it in 7 quarters.
  • Invictus RG's McDonald's position peaked at $231K in Q2 2016.
  • 1,718 funds tracked by Wall St. Rank held McDonald's as of Q3 2017.

Based on Invictus RG's 13F filing for Q3 2017, filed 13 Nov 2017.