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MYCIO Wealth Partners’s McDonald's MCD Stock Holding History

MYCIO Wealth Partners’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
2020
Q1 		– Sell
-3,621
Closed -$716K – 243
2019
Q4 		$716K Sell
3,621
-143
-4% -$28.4K 0.05% 159
2019
Q3 		$808K Buy
3,764
+836
+29% +$179K 0.06% 134
2019
Q2 		$608K Buy
2,928
+129
+5% +$25.6K 0.05% 149
2019
Q1 		$532K Sell
2,799
-59
-2% -$10.7K 0.04% 157
2018
Q4 		$508K Buy
2,858
+612
+27% +$109K 0.05% 153
2018
Q3 		$376K Buy
2,246
+11
+0.5% +$1.76K 0.04% 184
2018
Q2 		$350K Sell
2,235
-65
-3% -$10.5K 0.04% 190
2018
Q1 		$360K Buy
2,300
+11
+0.5% +$1.81K 0.04% 162
2017
Q4 		$394K Sell
2,289
-71
-3% -$11.9K 0.04% 164
2017
Q3 		$370K Sell
2,360
-8
-0.3% -$1.25K 0.04% 169
2017
Q2 		$363K Sell
2,368
-595
-20% -$86K 0.04% 155
2017
Q1 		$384K Buy
2,963
+485
+20% +$60.9K 0.05% 154
2016
Q4 		$302K Buy
2,478
+96
+4% +$11.3K 0.04% 163
2016
Q3 		$275K Sell
2,382
-298
-11% -$35.3K 0.05% 141
2016
Q2 		$323K Buy
2,680
+326
+14% +$40.8K 0.06% 127
2016
Q1 		$296K Buy
2,354
+14
+0.6% +$1.67K 0.05% 131
2015
Q4 		$276K Buy
2,340
+93
+4% +$10.4K 0.05% 123
2015
Q3 		$221K Buy
2,247
+92
+4% +$8.96K 0.05% 128
2015
Q2 		$205K Buy
2,155
+16
+0.7% +$1.55K 0.04% 142
2015
Q1 		$208K Buy
2,139
+216
+11% +$20.5K 0.04% 142
2014
Q4 		$180K Buy
1,923
+17
+0.9% +$1.59K 0.04% 149
2014
Q3 		$181K Buy
1,906
+15
+0.8% +$1.43K 0.04% 142
2014
Q2 		$190K Buy
1,891
+14
+0.7% +$1.41K 0.04% 141
2014
Q1 		$184K Sell
1,877
-4,019
-68% -$384K 0.04% 138
2013
Q4 		$572K Buy
5,896
+115
+2% +$11K 0.14% 70
2013
Q3 		$556K Buy
5,781
+11
+0.2% +$1.07K 0.15% 62
2013
Q2 		$571K Buy
+5,770
New +$578K 0.16% 58

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MYCIO Wealth Partners's MCD Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of McDonald's (MCD) in Q1 2020, closing a stake of 3,621 shares — an estimated $716K sold.

MYCIO Wealth Partners first reported a position in MCD in Q2 2013 and held it in 27 quarters. The position peaked at $808K in Q3 2019. 2,165 funds tracked by Wall St. Rank hold MCD as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining McDonald's position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 3,621 McDonald's shares in Q1 2020, an estimated $716K.
  • MYCIO Wealth Partners first reported a position in McDonald's in Q2 2013 and held it in 27 quarters.
  • MYCIO Wealth Partners's McDonald's position peaked at $808K in Q3 2019.
  • 2,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.