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Pacific Financial Group’s McDonald's MCD Stock Holding History

Pacific Financial Group’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
2015
Q1 		– Sell
-150
Closed -$14K – 127
2014
Q4 		$14K Buy
+150
New +$14K ﹤0.01% 135

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pacific Financial Group's MCD Position: Q1 2015 in Review

Pacific Financial Group sold out of McDonald's (MCD) in Q1 2015, closing a stake of 150 shares — an estimated $14K sold.

Pacific Financial Group first reported a position in MCD in Q4 2014 and held it in 1 quarter. The position peaked at $14K in Q4 2014. 1,543 funds tracked by Wall St. Rank hold MCD as of Q1 2015.

  • Pacific Financial Group reported no remaining McDonald's position as of Q1 2015 after selling out during the quarter.
  • Pacific Financial Group sold 150 McDonald's shares in Q1 2015, an estimated $14K.
  • Pacific Financial Group first reported a position in McDonald's in Q4 2014 and held it in 1 quarter.
  • Pacific Financial Group's McDonald's position peaked at $14K in Q4 2014.
  • 1,543 funds tracked by Wall St. Rank held McDonald's as of Q1 2015.

Based on Pacific Financial Group's 13F filing for Q1 2015, filed 27 Apr 2015.