PacWest Financial Management’s McDonald's MCD Stock Holding History

PacWest Financial Management’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 Q3	–	Sell	-15,944	Closed	-$1.52M	–	84
2015 Q2	$1.52M	Sell	15,944 -765	-5%	-$74K	1.07%	47
2015 Q1	$1.63M	Sell	16,709 -1,185	-7%	-$112K	1.15%	41
2014 Q4	$1.68M	Buy	17,894 +115	+0.6%	+$10.8K	1.19%	38
2014 Q3	$1.69M	Buy	17,779 +1,125	+7%	+$107K	1.25%	31
2014 Q2	$1.68M	Buy	16,654 +11	+0.1%	+$1.11K	1.25%	32
2014 Q1	$1.63M	Sell	16,643 -3,820	-19%	-$365K	1.26%	31
2013 Q4	$1.99K	Sell	20,463 -590	-3%	-$56.7K	0.6%	22
2013 Q3	$2.03M	Buy	21,053 +350	+2%	+$34.2K	1.75%	18
2013 Q2	$2.05M	Buy	+20,703	New	+$2.07M	1.95%	13

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

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

PacWest Financial Management's MCD Position: Q3 2015 in Review

PacWest Financial Management sold out of McDonald's (MCD) in Q3 2015, closing a stake of 15,944 shares — an estimated $1.52M sold.

PacWest Financial Management first reported a position in MCD in Q2 2013 and held it in 9 quarters. The position peaked at $2.05M in Q2 2013. 1,495 funds tracked by Wall St. Rank hold MCD as of Q3 2015.

PacWest Financial Management reported no remaining McDonald's position as of Q3 2015 after selling out during the quarter.
PacWest Financial Management sold 15,944 McDonald's shares in Q3 2015, an estimated $1.52M.
PacWest Financial Management first reported a position in McDonald's in Q2 2013 and held it in 9 quarters.
PacWest Financial Management's McDonald's position peaked at $2.05M in Q2 2013.
1,495 funds tracked by Wall St. Rank held McDonald's as of Q3 2015.

Based on PacWest Financial Management's 13F filing for Q3 2015, filed 9 Oct 2015.