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Michael B. Elefante’s McDonald's MCD Stock Holding History

Michael B. Elefante’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
2014
Q4 		– Sell
-130
Closed -$12K – 123
2014
Q3 		$12K Sell
130
-575
-82% -$54.8K 0.01% 142
2014
Q2 		$71K Buy
+705
New +$71.2K 0.03% 136

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 $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

Michael B. Elefante's MCD Position: Q4 2014 in Review

Michael B. Elefante sold out of McDonald's (MCD) in Q4 2014, closing a stake of 130 shares — an estimated $12K sold.

Michael B. Elefante first reported a position in MCD in Q2 2014 and held it in 2 quarters. The position peaked at $71K in Q2 2014. 1,554 funds tracked by Wall St. Rank hold MCD as of Q4 2014.

  • Michael B. Elefante reported no remaining McDonald's position as of Q4 2014 after selling out during the quarter.
  • Michael B. Elefante sold 130 McDonald's shares in Q4 2014, an estimated $12K.
  • Michael B. Elefante first reported a position in McDonald's in Q2 2014 and held it in 2 quarters.
  • Michael B. Elefante's McDonald's position peaked at $71K in Q2 2014.
  • 1,554 funds tracked by Wall St. Rank held McDonald's as of Q4 2014.

Based on Michael B. Elefante's 13F filing for Q4 2014, filed 13 Feb 2015.