Nan Shan Life Insurance’s McDonald's MCD Stock Holding History

Nan Shan Life Insurance’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 Q4	–	Sell	-161,715	Closed	-$18.7M	–	75
2016 Q3	$18.7M	Sell	161,715 -188,000	-54%	-$22.3M	0.54%	39
2016 Q2	$42.1M	Sell	349,715 -52,099	-13%	-$6.52M	1.63%	16
2016 Q1	$50.5M	Buy	401,814 +199,353	+98%	+$23.8M	2.19%	13
2015 Q4	$23.9M	Hold	202,461	–	–	1.37%	17
2015 Q3	$19.9M	Hold	202,461	–	–	1.1%	23
2015 Q2	$19.2M	Hold	202,461	–	–	1.04%	35
2015 Q1	$19.7M	Buy	202,461 +96,666	+91%	+$9.17M	1.39%	26
2014 Q4	$9.91M	Hold	105,795	–	–	1.22%	30
2014 Q3	$10M	Hold	105,795	–	–	1.28%	28
2014 Q2	$10.7M	Buy	105,795 +30,000	+40%	+$3.03M	1.41%	27
2014 Q1	$7.43M	Hold	75,795	–	–	1.23%	25
2013 Q4	$7.35M	Sell	75,795 -21,205	-22%	-$2.04M	1.68%	21
2013 Q3	$9.33M	Buy	97,000 +62,000	+177%	+$6.05M	1.85%	16
2013 Q2	$3.46M	Buy	+35,000	New	+$3.5M	1.28%	12

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Nan Shan Life Insurance's MCD Position: Q4 2016 in Review

Nan Shan Life Insurance sold out of McDonald's (MCD) in Q4 2016, closing a stake of 161,715 shares — an estimated $18.7M sold.

Nan Shan Life Insurance first reported a position in MCD in Q2 2013 and held it in 14 quarters. The position peaked at $50.5M in Q1 2016. 1,618 funds tracked by Wall St. Rank hold MCD as of Q4 2016.

Nan Shan Life Insurance reported no remaining McDonald's position as of Q4 2016 after selling out during the quarter.
Nan Shan Life Insurance sold 161,715 McDonald's shares in Q4 2016, an estimated $18.7M.
Nan Shan Life Insurance first reported a position in McDonald's in Q2 2013 and held it in 14 quarters.
Nan Shan Life Insurance's McDonald's position peaked at $50.5M in Q1 2016.
1,618 funds tracked by Wall St. Rank held McDonald's as of Q4 2016.

Based on Nan Shan Life Insurance's 13F filing for Q4 2016, filed 20 Jun 2018.