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Ironsides Asset Advisors’s McDonald's MCD Stock Holding History

Ironsides Asset Advisors’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 		– Sell
-6,940
Closed -$845K – 119
2016
Q4 		$845K Sell
6,940
-900
-11% -$106K 0.23% 76
2016
Q3 		$904K Buy
7,840
+900
+13% +$107K 0.24% 77
2016
Q2 		$835K Sell
6,940
-1,866
-21% -$234K 0.26% 68
2016
Q1 		$1.11M Buy
8,806
+1,345
+18% +$161K 0.28% 74
2015
Q4 		$881K Sell
7,461
-284
-4% -$31.8K 0.24% 76
2015
Q3 		$763K Buy
7,745
+1,150
+17% +$112K 0.21% 85
2015
Q2 		$627K Buy
6,595
+38
+0.6% +$3.67K 0.18% 97
2015
Q1 		$639K Sell
6,557
-105
-2% -$9.96K 0.17% 99
2014
Q4 		$624K Buy
6,662
+15
+0.2% +$1.4K 0.17% 99
2014
Q3 		$630K Sell
6,647
-58
-0.9% -$5.53K 0.18% 91
2014
Q2 		$675K Buy
+6,705
New +$677K 0.2% 91

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ironsides Asset Advisors's MCD Position: Q1 2017 in Review

Ironsides Asset Advisors sold out of McDonald's (MCD) in Q1 2017, closing a stake of 6,940 shares — an estimated $845K sold.

Ironsides Asset Advisors first reported a position in MCD in Q2 2014 and held it in 11 quarters. The position peaked at $1.11M in Q1 2016. 1,650 funds tracked by Wall St. Rank hold MCD as of Q1 2017.

  • Ironsides Asset Advisors reported no remaining McDonald's position as of Q1 2017 after selling out during the quarter.
  • Ironsides Asset Advisors sold 6,940 McDonald's shares in Q1 2017, an estimated $845K.
  • Ironsides Asset Advisors first reported a position in McDonald's in Q2 2014 and held it in 11 quarters.
  • Ironsides Asset Advisors's McDonald's position peaked at $1.11M in Q1 2016.
  • 1,650 funds tracked by Wall St. Rank held McDonald's as of Q1 2017.

Based on Ironsides Asset Advisors's 13F filing for Q1 2017, filed 10 May 2017.