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New York Life Trust’s McDonald's MCD Stock Holding History

New York Life Trust’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
Q1 		$9K Sell
70
-556
-89% -$69.8K 0.44% 67
2016
Q4 		$76K Buy
626
+357
+133% +$41.9K 0.36% 108
2016
Q3 		$31K Sell
269
-788
-75% -$93.4K 0.15% 160
2016
Q2 		$127K Buy
1,057
+160
+18% +$20K 0.62% 38
2016
Q1 		$113K Buy
897
+540
+151% +$64.5K 0.49% 61
2015
Q4 		$42K Buy
357
+180
+102% +$20.1K 0.18% 151
2015
Q3 		$17K Sell
177
-722
-80% -$70.3K 0.08% 178
2015
Q2 		$85K Buy
899
+627
+231% +$60.6K 0.35% 110
2015
Q1 		$27K Sell
272
-881
-76% -$83.6K 0.11% 166
2014
Q4 		$108K Buy
1,153
+318
+38% +$29.8K 0.43% 99
2014
Q3 		$79K Buy
835
+151
+22% +$14.4K 0.33% 116
2014
Q2 		$69K Sell
684
-592
-46% -$59.8K 0.29% 129
2014
Q1 		$125K Buy
1,276
+286
+29% +$27.3K 0.55% 63
2013
Q4 		$96K Buy
990
+273
+38% +$26.2K 0.44% 100
2013
Q3 		$69K Sell
717
-119
-14% -$11.6K 0.35% 120
2013
Q2 		$83K Buy
+836
New +$83.7K 0.38% 103

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

New York Life Trust's MCD Position: Q1 2017 in Review

New York Life Trust reduced its McDonald's (MCD) stake by 89% in Q1 2017, selling an estimated $69.8K and leaving 70 shares worth $9K. The position accounts for 0.44% of the portfolio, ranked #67.

New York Life Trust first reported a position in MCD in Q2 2013 and has held it in 16 quarters since. The position peaked at $127K in Q2 2016. 1,650 funds tracked by Wall St. Rank hold MCD as of Q1 2017.

  • New York Life Trust held 70 shares of McDonald's worth $9K as of Q1 2017.
  • New York Life Trust sold 556 McDonald's shares in Q1 2017, an estimated $69.8K.
  • McDonald's made up 0.44% of New York Life Trust's portfolio in Q1 2017, its #67 holding.
  • New York Life Trust first reported a position in McDonald's in Q2 2013 and has held it in 16 quarters since.
  • New York Life Trust's McDonald's position peaked at $127K in Q2 2016.
  • 1,650 funds tracked by Wall St. Rank held McDonald's as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.