Lombard Odier & Cie (Canada)’s McDonald's MCD Stock Holding History

Lombard Odier & Cie (Canada)’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	$1.78M	Buy	15,425 +1,625	+12%	+$193K	5.06%	2
2016 Q2	$1.66M	Sell	13,800 -2,200	-14%	-$276K	5.79%	1
2016 Q1	$2.01M	Sell	16,000 -3,450	-18%	-$412K	5.35%	2
2015 Q4	$2.3M	Sell	19,450 -475	-2%	-$53.1K	5.9%	1
2015 Q3	$1.97M	Sell	19,925 -3,115	-14%	-$303K	5.26%	2
2015 Q2	$2.19M	Sell	23,040 -9,200	-29%	-$890K	4.76%	2
2015 Q1	$3.14M	Buy	32,240 +1,250	+4%	+$119K	4.92%	3
2014 Q4	$2.9M	Sell	30,990 -26,450	-46%	-$2.48M	4.13%	3
2014 Q3	$5.45M	Buy	57,440 +4,325	+8%	+$413K	3.53%	8
2014 Q2	$5.35M	Buy	53,115 +2,200	+4%	+$222K	3.49%	7
2014 Q1	$4.99M	Buy	50,915 +48,175	+1,758%	+$4.61M	3.84%	6
2013 Q4	$266K	Buy	+2,740	New	+$263K	0.26%	54

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

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 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

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

Lombard Odier & Cie (Canada)'s MCD Position: Q3 2016 in Review

Lombard Odier & Cie (Canada) increased its McDonald's (MCD) stake by 12% in Q3 2016, buying an estimated $193K and bringing the position to 15,425 shares worth $1.78M. The position accounts for 5.06% of the portfolio, ranked #2.

Lombard Odier & Cie (Canada) first reported a position in MCD in Q4 2013 and has held it in 12 quarters since. The position peaked at $5.45M in Q3 2014. 1,530 funds tracked by Wall St. Rank hold MCD as of Q3 2016.

Lombard Odier & Cie (Canada) held 15,425 shares of McDonald's worth $1.78M as of Q3 2016.
Lombard Odier & Cie (Canada) bought 1,625 McDonald's shares in Q3 2016, an estimated $193K.
McDonald's made up 5.06% of Lombard Odier & Cie (Canada)'s portfolio in Q3 2016, its #2 holding.
Lombard Odier & Cie (Canada) first reported a position in McDonald's in Q4 2013 and has held it in 12 quarters since.
Lombard Odier & Cie (Canada)'s McDonald's position peaked at $5.45M in Q3 2014.
1,530 funds tracked by Wall St. Rank held McDonald's as of Q3 2016.

Based on Lombard Odier & Cie (Canada)'s 13F filing for Q3 2016, filed 14 Nov 2016.