LBA Wealth Management’s McDonald's MCD Stock Holding History

LBA Wealth 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
2017 Q1	$39K	Sell	298 -3	-1%	-$376	0.02%	220
2016 Q4	$37K	Sell	301 -9	-3%	-$1.05K	0.02%	214
2016 Q3	$36K	Hold	310	–	–	0.02%	224
2016 Q2	$37K	Hold	310	–	–	0.02%	216
2016 Q1	$39K	Sell	310 -196	-39%	-$23.4K	0.02%	209
2015 Q4	$60K	Buy	506 +136	+37%	+$15.2K	0.03%	194
2015 Q3	$36K	Buy	+370	New	+$36K	0.02%	194
2014 Q4	–	Sell	-1	Closed	–	–	350
2014 Q3	$0	Sell	1 -4,380	-100%	-$418K	﹤0.01%	435
2014 Q2	$441K	Buy	4,381 +1	+0%	+$101	0.36%	51
2014 Q1	$429K	Sell	4,380 -704	-14%	-$67.3K	0.35%	54
2013 Q4	$493K	Buy	+5,084	New	+$488K	0.41%	50

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

LBA Wealth Management's MCD Position: Q1 2017 in Review

LBA Wealth Management reduced its McDonald's (MCD) stake by 1% in Q1 2017, selling an estimated $376 and leaving 298 shares worth $39K. The position accounts for 0.02% of the portfolio, ranked #220.

LBA Wealth Management first reported a position in MCD in Q4 2013 and has held it in 11 quarters since. The position peaked at $493K in Q4 2013. 1,650 funds tracked by Wall St. Rank hold MCD as of Q1 2017.

LBA Wealth Management held 298 shares of McDonald's worth $39K as of Q1 2017.
LBA Wealth Management sold 3 McDonald's shares in Q1 2017, an estimated $376.
McDonald's made up 0.02% of LBA Wealth Management's portfolio in Q1 2017, its #220 holding.
LBA Wealth Management first reported a position in McDonald's in Q4 2013 and has held it in 11 quarters since.
LBA Wealth Management's McDonald's position peaked at $493K in Q4 2013.
1,650 funds tracked by Wall St. Rank held McDonald's as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.