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J.V. Bruni & Co’s McDonald's MCD Stock Holding History

J.V. Bruni & Co’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
2014
Q3 		– Sell
-6,104
Closed -$615K – 31
2014
Q2 		$615K Buy
6,104
+16
+0.3% +$1.61K 0.11% 30
2014
Q1 		$597K Hold
6,088
– – 0.11% 31
2013
Q4 		$591K Buy
+6,088
New +$585K 0.11% 31

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

J.V. Bruni & Co's MCD Position: Q3 2014 in Review

J.V. Bruni & Co sold out of McDonald's (MCD) in Q3 2014, closing a stake of 6,104 shares — an estimated $615K sold.

J.V. Bruni & Co first reported a position in MCD in Q4 2013 and held it in 3 quarters. The position peaked at $615K in Q2 2014. 1,482 funds tracked by Wall St. Rank hold MCD as of Q3 2014.

  • J.V. Bruni & Co reported no remaining McDonald's position as of Q3 2014 after selling out during the quarter.
  • J.V. Bruni & Co sold 6,104 McDonald's shares in Q3 2014, an estimated $615K.
  • J.V. Bruni & Co first reported a position in McDonald's in Q4 2013 and held it in 3 quarters.
  • J.V. Bruni & Co's McDonald's position peaked at $615K in Q2 2014.
  • 1,482 funds tracked by Wall St. Rank held McDonald's as of Q3 2014.

Based on J.V. Bruni & Co's 13F filing for Q3 2014, filed 10 Nov 2014.