LJ Trust’s McDonald's MCD Stock Holding History

LJ Trust’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	–	Sell	-7,750	Closed	-$943K	–	15
2016 Q4	$943K	Sell	7,750 -24,150	-76%	-$2.83M	0.13%	15
2016 Q3	$3.68M	Sell	31,900 -1,000	-3%	-$118K	0.5%	14
2016 Q2	$3.96M	Sell	32,900 -3,950	-11%	-$495K	0.61%	14
2016 Q1	$4.63M	Hold	36,850	–	–	0.76%	12
2015 Q4	$4.35M	Sell	36,850 -11,700	-24%	-$1.31M	0.73%	11
2015 Q3	$4.78M	Buy	48,550 +3,000	+7%	+$292K	0.89%	11
2015 Q2	$4.33M	Hold	45,550	–	–	0.78%	10
2015 Q1	$4.44M	Hold	45,550	–	–	0.77%	11
2014 Q4	$4.27M	Buy	45,550 +5,050	+12%	+$473K	0.67%	11
2014 Q3	$3.84M	Hold	40,500	–	–	0.73%	10
2014 Q2	$4.08M	Hold	40,500	–	–	0.83%	9
2014 Q1	$3.97M	Hold	40,500	–	–	0.8%	9
2013 Q4	$3.93M	Buy	+40,500	New	+$3.89M	0.79%	9

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

LJ Trust's MCD Position: Q1 2017 in Review

LJ Trust sold out of McDonald's (MCD) in Q1 2017, closing a stake of 7,750 shares — an estimated $943K sold.

LJ Trust first reported a position in MCD in Q4 2013 and held it in 13 quarters. The position peaked at $4.78M in Q3 2015. 1,650 funds tracked by Wall St. Rank hold MCD as of Q1 2017.

LJ Trust reported no remaining McDonald's position as of Q1 2017 after selling out during the quarter.
LJ Trust sold 7,750 McDonald's shares in Q1 2017, an estimated $943K.
LJ Trust first reported a position in McDonald's in Q4 2013 and held it in 13 quarters.
LJ Trust's McDonald's position peaked at $4.78M in Q3 2015.
1,650 funds tracked by Wall St. Rank held McDonald's as of Q1 2017.

Based on LJ Trust's 13F filing for Q1 2017, filed 25 May 2017.