Jamison Eaton & Wood’s McDonald's MCD Stock Holding History

Jamison Eaton & Wood’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 Q1	$1.5M	Buy	15,410 +565	+4%	+$53.6K	0.43%	62
2014 Q4	$1.39M	Sell	14,845 -5,570	-27%	-$521K	0.39%	65
2014 Q3	$1.94M	Sell	20,415 -7,595	-27%	-$724K	0.54%	55
2014 Q2	$2.82M	Sell	28,010 -1,225	-4%	-$124K	0.78%	48
2014 Q1	$2.87M	Sell	29,235 -2,200	-7%	-$210K	0.79%	45
2013 Q4	$3.05M	Sell	31,435 -350	-1%	-$33.6K	0.79%	48
2013 Q3	$3.06M	Sell	31,785 -250	-0.8%	-$24.4K	0.84%	48
2013 Q2	$3.17M	Buy	+32,035	New	+$3.21M	0.92%	43

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Jamison Eaton & Wood's MCD Position: Q1 2015 in Review

Jamison Eaton & Wood increased its McDonald's (MCD) stake by 3.8% in Q1 2015, buying an estimated $53.6K and bringing the position to 15,410 shares worth $1.5M. The position accounts for 0.43% of the portfolio, ranked #62.

Jamison Eaton & Wood first reported a position in MCD in Q2 2013 and has held it in 8 quarters since. The position peaked at $3.17M in Q2 2013. 1,544 funds tracked by Wall St. Rank hold MCD as of Q1 2015.

Jamison Eaton & Wood held 15,410 shares of McDonald's worth $1.5M as of Q1 2015.
Jamison Eaton & Wood bought 565 McDonald's shares in Q1 2015, an estimated $53.6K.
McDonald's made up 0.43% of Jamison Eaton & Wood's portfolio in Q1 2015, its #62 holding.
Jamison Eaton & Wood first reported a position in McDonald's in Q2 2013 and has held it in 8 quarters since.
Jamison Eaton & Wood's McDonald's position peaked at $3.17M in Q2 2013.
1,544 funds tracked by Wall St. Rank held McDonald's as of Q1 2015.

Based on Jamison Eaton & Wood's 13F filing for Q1 2015, filed 30 Apr 2015.