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Karpus Investment Management’s McDonald's MCD Stock Holding History

Karpus Investment 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
2016
Q1 		– Sell
-1,900
Closed -$224K – 205
2015
Q4 		$224K Buy
+1,900
New +$212K 0.01% 190

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Karpus Investment Management's MCD Position: Q1 2016 in Review

Karpus Investment Management sold out of McDonald's (MCD) in Q1 2016, closing a stake of 1,900 shares — an estimated $224K sold.

Karpus Investment Management first reported a position in MCD in Q4 2015 and held it in 1 quarter. The position peaked at $224K in Q4 2015. 1,600 funds tracked by Wall St. Rank hold MCD as of Q1 2016.

  • Karpus Investment Management reported no remaining McDonald's position as of Q1 2016 after selling out during the quarter.
  • Karpus Investment Management sold 1,900 McDonald's shares in Q1 2016, an estimated $224K.
  • Karpus Investment Management first reported a position in McDonald's in Q4 2015 and held it in 1 quarter.
  • Karpus Investment Management's McDonald's position peaked at $224K in Q4 2015.
  • 1,600 funds tracked by Wall St. Rank held McDonald's as of Q1 2016.

Based on Karpus Investment Management's 13F filing for Q1 2016, filed 13 May 2016.