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JMG Financial Group’s McDonald's MCD Stock Holding History

JMG Financial Group’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
2016
Q3 		– Sell
-31,768
Closed -$3.82M – 53
2016
Q2 		$3.82M Buy
31,768
+18
+0.1% +$2.25K 0.66% 27
2016
Q1 		$3.99M Sell
31,750
-8,620
-21% -$1.03M 0.75% 26
2015
Q4 		$4.77M Sell
40,370
-902
-2% -$101K 1.01% 26
2015
Q3 		$4.07M Buy
41,272
+17
+0% +$1.66K 1% 24
2015
Q2 		$3.92M Buy
41,255
+18
+0% +$1.74K 0.91% 23
2015
Q1 		$4.02M Buy
41,237
+17
+0% +$1.61K 0.94% 23
2014
Q4 		$3.86M Buy
41,220
+504
+1% +$47.2K 1.01% 22
2014
Q3 		$3.86M Sell
40,716
-1,056
-3% -$101K 1.07% 21
2014
Q2 		$4.21M Sell
41,772
-2,000
-5% -$202K 1.19% 19
2014
Q1 		$4.29M Sell
43,772
-39,474
-47% -$3.77M 1.31% 18
2013
Q4 		$8.08M Sell
83,246
-171
-0.2% -$16.4K 2.4% 14
2013
Q3 		$8.03M Hold
83,417
– – 2.61% 13
2013
Q2 		$8.26M Buy
+83,417
New +$8.35M 2.79% 13

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JMG Financial Group's MCD Position: Q3 2016 in Review

JMG Financial Group sold out of McDonald's (MCD) in Q3 2016, closing a stake of 31,768 shares — an estimated $3.82M sold.

JMG Financial Group first reported a position in MCD in Q2 2013 and held it in 13 quarters. The position peaked at $8.26M in Q2 2013. 1,529 funds tracked by Wall St. Rank hold MCD as of Q3 2016.

  • JMG Financial Group reported no remaining McDonald's position as of Q3 2016 after selling out during the quarter.
  • JMG Financial Group sold 31,768 McDonald's shares in Q3 2016, an estimated $3.82M.
  • JMG Financial Group first reported a position in McDonald's in Q2 2013 and held it in 13 quarters.
  • JMG Financial Group's McDonald's position peaked at $8.26M in Q2 2013.
  • 1,529 funds tracked by Wall St. Rank held McDonald's as of Q3 2016.

Based on JMG Financial Group's 13F filing for Q3 2016, filed 12 Oct 2016.