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Mercer Investments’s McDonald's MCD Stock Holding History

Mercer Investments’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
2013
Q4 		– Sell
-1,701
Closed -$164K – 30
2013
Q3 		$164K Sell
1,701
-569
-25% -$55.5K 0.37% 35
2013
Q2 		$225K Buy
+2,270
New +$227K 0.45% 40

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mercer Investments's MCD Position: Q4 2013 in Review

Mercer Investments sold out of McDonald's (MCD) in Q4 2013, closing a stake of 1,701 shares — an estimated $164K sold.

Mercer Investments first reported a position in MCD in Q2 2013 and held it in 2 quarters. The position peaked at $225K in Q2 2013. 1,493 funds tracked by Wall St. Rank hold MCD as of Q4 2013.

  • Mercer Investments reported no remaining McDonald's position as of Q4 2013 after selling out during the quarter.
  • Mercer Investments sold 1,701 McDonald's shares in Q4 2013, an estimated $164K.
  • Mercer Investments first reported a position in McDonald's in Q2 2013 and held it in 2 quarters.
  • Mercer Investments's McDonald's position peaked at $225K in Q2 2013.
  • 1,493 funds tracked by Wall St. Rank held McDonald's as of Q4 2013.

Based on Mercer Investments's 13F filing for Q4 2013, filed 13 Feb 2014.