Neuberger Berman Canada’s McDonald's MCD Stock Holding History

Neuberger Berman Canada’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	$1.33M	Sell	8,512 -6,180	-42%	-$969K	0.25%	101
2017 Q2	$2.25M	Buy	14,692 +233	+2%	+$33.7K	0.42%	42
2017 Q1	$1.87M	Buy	14,459 +4,050	+39%	+$508K	0.37%	53
2016 Q4	$1.27M	Buy	10,409 +1,395	+15%	+$164K	0.32%	62
2016 Q3	$1.04M	Buy	9,014 +2,226	+33%	+$264K	0.32%	76
2016 Q2	$817K	Buy	6,788 +2,419	+55%	+$303K	0.26%	134
2016 Q1	$549K	Buy	4,369 +917	+27%	+$110K	0.2%	143
2015 Q4	$408K	Sell	3,452 -137	-4%	-$15.3K	0.16%	135
2015 Q3	$354K	Sell	3,589 -858	-19%	-$83.6K	0.16%	116
2015 Q2	$423K	Buy	+4,447	New	+$430K	0.11%	141
2015 Q1	–	Sell	-54,161	Closed	-$5.08M	–	241
2014 Q4	$5.08M	Buy	54,161 +13,085	+32%	+$1.22M	0.8%	36
2014 Q3	$3.89M	Buy	+41,076	New	+$3.92M	0.61%	31

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Neuberger Berman Canada's MCD Position: Q3 2017 in Review

Neuberger Berman Canada reduced its McDonald's (MCD) stake by 42% in Q3 2017, selling an estimated $969K and leaving 8,512 shares worth $1.33M. The position accounts for 0.25% of the portfolio, ranked #101.

Neuberger Berman Canada first reported a position in MCD in Q3 2014 and has held it in 12 quarters since. The position peaked at $5.08M in Q4 2014. 1,718 funds tracked by Wall St. Rank hold MCD as of Q3 2017.

Neuberger Berman Canada held 8,512 shares of McDonald's worth $1.33M as of Q3 2017.
Neuberger Berman Canada sold 6,180 McDonald's shares in Q3 2017, an estimated $969K.
McDonald's made up 0.25% of Neuberger Berman Canada's portfolio in Q3 2017, its #101 holding.
Neuberger Berman Canada first reported a position in McDonald's in Q3 2014 and has held it in 12 quarters since.
Neuberger Berman Canada's McDonald's position peaked at $5.08M in Q4 2014.
1,718 funds tracked by Wall St. Rank held McDonald's as of Q3 2017.

Based on Neuberger Berman Canada's 13F filing for Q3 2017, filed 3 Nov 2017.