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J.P. Turner & Co Capital Management’s McDonald's MCD Stock Holding History

J.P. Turner & Co Capital Management’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
2015
Q2 		– Sell
-2,322
Closed -$228K – 235
2015
Q1 		$228K Sell
2,322
-189
-8% -$17.9K 0.21% 155
2014
Q4 		$237K Buy
+2,511
New +$235K 0.23% 147

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

J.P. Turner & Co Capital Management's MCD Position: Q2 2015 in Review

J.P. Turner & Co Capital Management sold out of McDonald's (MCD) in Q2 2015, closing a stake of 2,322 shares — an estimated $228K sold.

J.P. Turner & Co Capital Management first reported a position in MCD in Q4 2014 and held it in 2 quarters. The position peaked at $237K in Q4 2014. 1,497 funds tracked by Wall St. Rank hold MCD as of Q2 2015.

  • J.P. Turner & Co Capital Management reported no remaining McDonald's position as of Q2 2015 after selling out during the quarter.
  • J.P. Turner & Co Capital Management sold 2,322 McDonald's shares in Q2 2015, an estimated $228K.
  • J.P. Turner & Co Capital Management first reported a position in McDonald's in Q4 2014 and held it in 2 quarters.
  • J.P. Turner & Co Capital Management's McDonald's position peaked at $237K in Q4 2014.
  • 1,497 funds tracked by Wall St. Rank held McDonald's as of Q2 2015.

Based on J.P. Turner & Co Capital Management's 13F filing for Q2 2015, filed 10 Aug 2015.