New England Private Wealth Advisors’s McDonald's MCD Stock Holding History

New England Private Wealth Advisors’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
2019 Q4	–	Sell	-1,260	Closed	-$270K	–	128
2019 Q3	$270K	Hold	1,260	–	–	0.07%	125
2019 Q2	$262K	Hold	1,260	–	–	0.06%	128
2019 Q1	$238K	Buy	+1,260	New	+$229K	0.06%	132
2018 Q4	–	Sell	-1,359	Closed	-$227K	–	152
2018 Q3	$227K	Sell	1,359 -683	-33%	-$109K	0.06%	134
2018 Q2	$321K	Buy	2,042 +501	+33%	+$81.2K	0.09%	108
2018 Q1	$241K	Hold	1,541	–	–	0.07%	122
2017 Q4	$265K	Buy	+1,541	New	+$259K	0.07%	116
2014 Q3	–	Sell	-2,187	Closed	-$221K	–	106
2014 Q2	$221K	Buy	+2,187	New	+$221K	0.09%	98
2014 Q1	–	Sell	-2,091	Closed	-$203K	–	102
2013 Q4	$203K	Buy	+2,091	New	+$201K	0.09%	90

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

New England Private Wealth Advisors's MCD Position: Q4 2019 in Review

New England Private Wealth Advisors sold out of McDonald's (MCD) in Q4 2019, closing a stake of 1,260 shares — an estimated $270K sold.

New England Private Wealth Advisors first reported a position in MCD in Q4 2013 and held it in 9 quarters. The position peaked at $321K in Q2 2018. 2,258 funds tracked by Wall St. Rank hold MCD as of Q4 2019.

New England Private Wealth Advisors reported no remaining McDonald's position as of Q4 2019 after selling out during the quarter.
New England Private Wealth Advisors sold 1,260 McDonald's shares in Q4 2019, an estimated $270K.
New England Private Wealth Advisors first reported a position in McDonald's in Q4 2013 and held it in 9 quarters.
New England Private Wealth Advisors's McDonald's position peaked at $321K in Q2 2018.
2,258 funds tracked by Wall St. Rank held McDonald's as of Q4 2019.

Based on New England Private Wealth Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.