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Montrusco Bolton Investments’s McDonald's MCD Stock Holding History

Montrusco Bolton 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
2017
Q3 		– Sell
-1,148
Closed -$176K – 83
2017
Q2 		$176K Buy
+1,148
New +$166K 0.01% 74
2016
Q3 		– Sell
-3,410
Closed -$410K – 86
2016
Q2 		$410K Sell
3,410
-10
-0.3% -$1.25K 0.03% 73
2016
Q1 		$430K Buy
3,420
+1,540
+82% +$184K 0.04% 76
2015
Q4 		$222K Sell
1,880
-370
-16% -$41.4K 0.02% 71
2015
Q3 		$222K Buy
+2,250
New +$219K 0.02% 69

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Montrusco Bolton Investments's MCD Position: Q3 2017 in Review

Montrusco Bolton Investments sold out of McDonald's (MCD) in Q3 2017, closing a stake of 1,148 shares — an estimated $176K sold.

Montrusco Bolton Investments first reported a position in MCD in Q3 2015 and held it in 5 quarters. The position peaked at $430K in Q1 2016. 1,718 funds tracked by Wall St. Rank hold MCD as of Q3 2017.

  • Montrusco Bolton Investments reported no remaining McDonald's position as of Q3 2017 after selling out during the quarter.
  • Montrusco Bolton Investments sold 1,148 McDonald's shares in Q3 2017, an estimated $176K.
  • Montrusco Bolton Investments first reported a position in McDonald's in Q3 2015 and held it in 5 quarters.
  • Montrusco Bolton Investments's McDonald's position peaked at $430K in Q1 2016.
  • 1,718 funds tracked by Wall St. Rank held McDonald's as of Q3 2017.

Based on Montrusco Bolton Investments's 13F filing for Q3 2017, filed 18 Oct 2017.